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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
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
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