EWM
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Empirical Wealth Management’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Empirical Wealth Management’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
2024
Q1 		– Sell
-6,408
Closed -$208K – 547
2023
Q4 		$208K Buy
+6,408
New +$192K 0.01% 466

Other funds holding PDN

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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
Jane Street
Jane Street New York $777B AUM 61.18% 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

Empirical Wealth Management's PDN Position: Q1 2024 in Review

Empirical Wealth Management sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q1 2024, closing a stake of 6,408 shares — an estimated $208K sold.

Empirical Wealth Management first reported a position in PDN in Q4 2023 and held it in 1 quarter. The position peaked at $208K in Q4 2023. 100 funds tracked by Wall St. Rank hold PDN as of Q1 2024.

  • Empirical Wealth Management reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q1 2024 after selling out during the quarter.
  • Empirical Wealth Management sold 6,408 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q1 2024, an estimated $208K.
  • Empirical Wealth Management first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q4 2023 and held it in 1 quarter.
  • Empirical Wealth Management's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $208K in Q4 2023.
  • 100 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q1 2024.

Based on Empirical Wealth Management's 13F filing for Q1 2024, filed 7 May 2024.