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Clear Perspectives Financial Planning’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Clear Perspectives Financial Planning’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
2023
Q1 		– Sell
-179
Closed -$5.3K – 223
2022
Q4 		$5.3K Buy
+179
New +$5.05K ﹤0.01% 175

Other funds holding PDN

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 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
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 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

Clear Perspectives Financial Planning's PDN Position: Q1 2023 in Review

Clear Perspectives Financial Planning sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q1 2023, closing a stake of 179 shares — an estimated $5.3K sold.

Clear Perspectives Financial Planning first reported a position in PDN in Q4 2022 and held it in 1 quarter. The position peaked at $5.3K in Q4 2022. 86 funds tracked by Wall St. Rank hold PDN as of Q1 2023.

  • Clear Perspectives Financial Planning reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q1 2023 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 179 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q1 2023, an estimated $5.3K.
  • Clear Perspectives Financial Planning first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q4 2022 and held it in 1 quarter.
  • Clear Perspectives Financial Planning's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $5.3K in Q4 2022.
  • 86 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.