Beckerman Institutional’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Beckerman Institutional’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
2026 Q1	$752K	Hold	17,344	–	–	0.4%	56
2025 Q4	$732K	Sell	17,344 -55	-0.3%	-$2.27K	0.41%	55
2025 Q3	$715K	Sell	17,399 -2,077	-11%	-$83.3K	0.42%	57
2025 Q2	$758K	Sell	19,476 -671	-3%	-$24K	0.5%	47
2025 Q1	$674K	Buy	20,147 +1,378	+7%	+$45.8K	0.49%	53
2024 Q4	$593K	Sell	18,769 -218	-1%	-$7.2K	0.47%	54
2024 Q3	$667K	Buy	+18,987	New	+$639K	0.56%	51

Other funds holding PDN

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

OWM

Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

DSA

Droms Strauss Advisors St. Louis, Missouri $383M AUM 17.99% 1-Year Est. Return

Beckerman Institutional's PDN Position: Q1 2026 in Review

Beckerman Institutional held its Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) position steady in Q1 2026 at 17,344 shares worth $752K. The position accounts for 0.4% of the portfolio, ranked #56.

Beckerman Institutional first reported a position in PDN in Q3 2024 and has held it in 7 quarters since. The position peaked at $758K in Q2 2025. 106 funds tracked by Wall St. Rank hold PDN as of Q1 2026.

Beckerman Institutional held 17,344 shares of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF worth $752K as of Q1 2026.
Beckerman Institutional left its Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF share count unchanged in Q1 2026.
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF made up 0.4% of Beckerman Institutional's portfolio in Q1 2026, its #56 holding.
Beckerman Institutional first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q3 2024 and has held it in 7 quarters since.
Beckerman Institutional's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $758K in Q2 2025.
106 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q1 2026.

Based on Beckerman Institutional's 13F filing for Q1 2026, filed 4 May 2026.