CFO4Life Group’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

CFO4Life Group’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	$303K	Buy	6,732 +60	+0.9%	+$2.76K	0.04%	180
2026 Q1	$289K	Buy	6,672 +43	+0.6%	+$1.92K	0.04%	168
2025 Q4	$280K	Buy	6,629 +77	+1%	+$3.19K	0.04%	183
2025 Q3	$269K	Buy	6,552 +42	+0.6%	+$1.69K	0.04%	184
2025 Q2	$253K	Buy	6,510 +59	+0.9%	+$2.11K	0.04%	186
2025 Q1	$216K	Buy	6,451 +51	+0.8%	+$1.69K	0.04%	195
2024 Q4	$202K	Buy	6,400 +65	+1%	+$2.15K	0.04%	199
2024 Q3	$223K	Buy	6,335 +45	+0.7%	+$1.51K	0.04%	187
2024 Q2	$203K	Buy	6,290 +53	+0.8%	+$1.74K	0.04%	187
2024 Q1	$205K	Buy	+6,237	New	+$199K	0.04%	178

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

CFO4Life Group's PDN Position: Q2 2026 in Review

CFO4Life Group increased its Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) stake by 0.9% in Q2 2026, buying an estimated $2.76K and bringing the position to 6,732 shares worth $303K. The position accounts for 0.04% of the portfolio, ranked #180.

CFO4Life Group first reported a position in PDN in Q1 2024 and has held it in 10 quarters since. 100 funds tracked by Wall St. Rank hold PDN as of Q2 2026.

CFO4Life Group held 6,732 shares of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF worth $303K as of Q2 2026.
CFO4Life Group bought 60 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q2 2026, an estimated $2.76K.
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF made up 0.04% of CFO4Life Group's portfolio in Q2 2026, its #180 holding.
CFO4Life Group first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q1 2024 and has held it in 10 quarters since.
100 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.