Burk Holdings
PDN icon

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

Burk Holdings’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
Q3 		– Sell
-1
Closed -$45 – 980
2026
Q2 		$45 Sell
1
-198
-99% -$9.09K ﹤0.01% 641
2026
Q1 		$8.63K Buy
+199
New +$8.9K ﹤0.01% 284

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Burk Holdings's PDN Position: Q3 2026 in Review

Burk Holdings sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q3 2026, closing a stake of 1 share — an estimated $45 sold.

Burk Holdings first reported a position in PDN in Q1 2026 and held it in 2 quarters. The position peaked at $8.63K in Q1 2026. 80 funds tracked by Wall St. Rank hold PDN as of Q3 2026.

  • Burk Holdings reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q3 2026 after selling out during the quarter.
  • Burk Holdings sold 1 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF share in Q3 2026, an estimated $45.
  • Burk Holdings first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q1 2026 and held it in 2 quarters.
  • Burk Holdings's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $8.63K in Q1 2026.
  • 80 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q3 2026.

Based on Burk Holdings's 13F filing for Q3 2026, filed 5 Nov 2026.