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 Q2	$736K	Sell	16,354 -990	-6%	-$45.5K	0.35%	62
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 $751B AUM 38.74% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

DSA

Droms Strauss Advisors St. Louis, Missouri $441M AUM 25.07% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

Beckerman Institutional's PDN Position: Q2 2026 in Review

Beckerman Institutional reduced its Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) stake by 5.7% in Q2 2026, selling an estimated $45.5K and leaving 16,354 shares worth $736K. The position accounts for 0.35% of the portfolio, ranked #62.

Beckerman Institutional first reported a position in PDN in Q3 2024 and has held it in 8 quarters since. The position peaked at $758K in Q2 2025. 100 funds tracked by Wall St. Rank hold PDN as of Q2 2026.

Beckerman Institutional held 16,354 shares of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF worth $736K as of Q2 2026.
Beckerman Institutional sold 990 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q2 2026, an estimated $45.5K.
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF made up 0.35% of Beckerman Institutional's portfolio in Q2 2026, its #62 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 8 quarters since.
Beckerman Institutional's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $758K in Q2 2025.
100 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.