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Crusonia Wealth Advisors’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Crusonia Wealth Advisors’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 		$1.65M Sell
36,608
-487
-1% -$22.4K 0.27% 69
2026
Q1 		$1.61M Buy
37,095
+70
+0.2% +$3.13K 0.33% 55
2025
Q4 		$1.56M Buy
+37,025
New +$1.53M 0.34% 56

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EWA
EP Wealth Advisors Torrance, California $26.2B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAPTRUST Financial Advisors
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
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
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

Crusonia Wealth Advisors's PDN Position: Q2 2026 in Review

Crusonia Wealth Advisors reduced its Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) stake by 1.3% in Q2 2026, selling an estimated $22.4K and leaving 36,608 shares worth $1.65M. The position accounts for 0.27% of the portfolio, ranked #69.

Crusonia Wealth Advisors first reported a position in PDN in Q4 2025 and has held it in 3 quarters since. 100 funds tracked by Wall St. Rank hold PDN as of Q2 2026.

  • Crusonia Wealth Advisors held 36,608 shares of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF worth $1.65M as of Q2 2026.
  • Crusonia Wealth Advisors sold 487 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q2 2026, an estimated $22.4K.
  • Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF made up 0.27% of Crusonia Wealth Advisors's portfolio in Q2 2026, its #69 holding.
  • Crusonia Wealth Advisors first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q4 2025 and has held it in 3 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 Crusonia Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.