Csenge Advisory Group’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Csenge Advisory 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
2022 Q4	–	Sell	-13,381	Closed	-$343K	–	640
2022 Q3	$343K	Buy	+13,381	New	+$389K	0.03%	431

Other funds holding PDN

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

BOTW

Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return

DSA

Droms Strauss Advisors St. Louis, Missouri $383M AUM 17.99% 1-Year Est. Return

Csenge Advisory Group's PDN Position: Q4 2022 in Review

Csenge Advisory Group sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q4 2022, closing a stake of 13,381 shares — an estimated $343K sold.

Csenge Advisory Group first reported a position in PDN in Q3 2022 and held it in 1 quarter. The position peaked at $343K in Q3 2022. 94 funds tracked by Wall St. Rank hold PDN as of Q4 2022.

Csenge Advisory Group reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q4 2022 after selling out during the quarter.
Csenge Advisory Group sold 13,381 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q4 2022, an estimated $343K.
Csenge Advisory Group first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q3 2022 and held it in 1 quarter.
Csenge Advisory Group's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $343K in Q3 2022.
94 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q4 2022.

Based on Csenge Advisory Group's 13F filing for Q4 2022, filed 10 Feb 2023.