CIBC Private Wealth Group
PDN icon

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

CIBC Private Wealth 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
2025
Q4 		$92.4K Sell
2,191
-602
-22% -$24.9K ﹤0.01% 1553
2025
Q3 		$115K Buy
2,793
+394
+16% +$15.8K ﹤0.01% 1435
2025
Q2 		$93.4K Sell
2,399
-153
-6% -$5.48K ﹤0.01% 1419
2025
Q1 		$77.7K Buy
2,552
+1,232
+93% +$40.9K ﹤0.01% 1452
2024
Q4 		$41.8K Sell
1,320
-1,859
-58% -$61.4K ﹤0.01% 1744
2024
Q3 		$112K Hold
3,179
– – ﹤0.01% 1427
2024
Q2 		$104K Buy
3,179
+1,320
+71% +$43.2K ﹤0.01% 1386
2024
Q1 		$61K Buy
+1,859
New +$59.4K ﹤0.01% 1592

Other funds holding PDN

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $104B AUM 28.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
DSA
Droms Strauss Advisors St. Louis, Missouri $441M AUM 25.07% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

CIBC Private Wealth Group's PDN Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) stake by 22% in Q4 2025, selling an estimated $24.9K and leaving 2,191 shares worth $92.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1553.

CIBC Private Wealth Group first reported a position in PDN in Q1 2024 and has held it in 8 quarters since. The position peaked at $115K in Q3 2025. 101 funds tracked by Wall St. Rank hold PDN as of Q4 2025.

  • CIBC Private Wealth Group held 2,191 shares of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF worth $92.4K as of Q4 2025.
  • CIBC Private Wealth Group sold 602 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q4 2025, an estimated $24.9K.
  • Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1553 holding.
  • CIBC Private Wealth Group first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q1 2024 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $115K in Q3 2025.
  • 101 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.