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 $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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DSA
Droms Strauss Advisors St. Louis, Missouri $383M AUM 17.99% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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