Cetera Investment Advisers
PDN icon

Cetera Investment Advisers’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Cetera Investment Advisers’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 		$661K Buy
15,246
+431
+3% +$19.3K ﹤0.01% 3259
2025
Q4 		$625K Buy
14,815
+34
+0.2% +$1.41K ﹤0.01% 3241
2025
Q3 		$608K Buy
14,781
+1,664
+13% +$66.8K ﹤0.01% 3222
2025
Q2 		$510K Buy
13,117
+123
+0.9% +$4.41K ﹤0.01% 2958
2025
Q1 		$435K Buy
12,994
+9
+0.1% +$299 ﹤0.01% 2957
2024
Q4 		$411K Buy
12,985
+12
+0.1% +$396 ﹤0.01% 2843
2024
Q3 		$456K Sell
12,973
-106
-0.8% -$3.57K ﹤0.01% 2718
2024
Q2 		$423K Sell
13,079
-926
-7% -$30.3K ﹤0.01% 2728
2024
Q1 		$460K Buy
14,005
+2,631
+23% +$84.1K ﹤0.01% 2663
2023
Q4 		$369K Sell
11,374
-1,573
-12% -$47.2K ﹤0.01% 1663
2023
Q3 		$382K Hold
12,947
– – ﹤0.01% 1572
2023
Q2 		$399K Buy
12,947
+373
+3% +$11.6K ﹤0.01% 1576
2023
Q1 		$390K Hold
12,574
– – ﹤0.01% 1561
2022
Q4 		$372K Buy
+12,574
New +$355K ﹤0.01% 1534

Other funds holding PDN

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
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

Cetera Investment Advisers's PDN Position: Q1 2026 in Review

Cetera Investment Advisers increased its Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) stake by 2.9% in Q1 2026, buying an estimated $19.3K and bringing the position to 15,246 shares worth $661K. The position accounts for ﹤0.01% of the portfolio, ranked #3259.

Cetera Investment Advisers first reported a position in PDN in Q4 2022 and has held it in 14 quarters since. 106 funds tracked by Wall St. Rank hold PDN as of Q1 2026.

  • Cetera Investment Advisers held 15,246 shares of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF worth $661K as of Q1 2026.
  • Cetera Investment Advisers bought 431 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q1 2026, an estimated $19.3K.
  • Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3259 holding.
  • Cetera Investment Advisers first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q4 2022 and has held it in 14 quarters since.
  • 106 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.