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Bartlett & Co Wealth Management’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Bartlett & Co Wealth Management’s Portfolio PDN Stock Details PDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-34
Closed -$1.4K – 1257
2025
Q3 		$1.4K Buy
+34
New +$1.36K ﹤0.01% 1113

Other funds holding PDN

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
DSA
Droms Strauss Advisors St. Louis, Missouri $441M AUM 25.07% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

Bartlett & Co Wealth Management's PDN Position: Q4 2025 in Review

Bartlett & Co Wealth Management sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q4 2025, closing a stake of 34 shares — an estimated $1.4K sold.

Bartlett & Co Wealth Management first reported a position in PDN in Q3 2025 and held it in 1 quarter. The position peaked at $1.4K in Q3 2025. 101 funds tracked by Wall St. Rank hold PDN as of Q4 2025.

  • Bartlett & Co Wealth Management reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q4 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 34 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q4 2025, an estimated $1.4K.
  • Bartlett & Co Wealth Management first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q3 2025 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $1.4K in Q3 2025.
  • 101 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q4 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.