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

EP 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 		$8.86M Buy
+196,908
New +$9.04M 0.03% 290
2025
Q2 		$223K Sell
5,737
-297
-5% -$10.6K ﹤0.01% 1190
2025
Q1 		$202K Buy
6,034
+13
+0.2% +$432 ﹤0.01% 1130
2024
Q4 		$190K Buy
+6,021
New +$199K ﹤0.01% 1095

Other funds holding PDN

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

EP Wealth Advisors opened a new position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q2 2026: 196,908 shares worth $8.86M. The stake represents 0.03% of the portfolio and ranks #290 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in PDN as recently as Q2 2025.

EP Wealth Advisors first reported a position in PDN in Q4 2024 and has held it in 4 quarters since. 100 funds tracked by Wall St. Rank hold PDN as of Q2 2026.

  • EP Wealth Advisors held 196,908 shares of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF worth $8.86M as of Q2 2026.
  • Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF was a new EP Wealth Advisors position in Q2 2026.
  • Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF made up 0.03% of EP Wealth Advisors's portfolio in Q2 2026, its #290 holding.
  • EP Wealth Advisors first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q4 2024 and has held it in 4 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 EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.