Evergreen Capital Management
PDN icon

Evergreen Capital Management’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Evergreen Capital 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
2025
Q3 		– Sell
-6,040
Closed -$235K – 1354
2025
Q2 		$235K Hold
6,040
– – 0.01% 946
2025
Q1 		$202K Buy
+6,040
New +$201K 0.01% 1006
2024
Q4 		– Sell
-6,040
Closed -$212K – 1104
2024
Q3 		$212K Buy
+6,040
New +$203K 0.01% 906

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Evergreen Capital Management's PDN Position: Q3 2025 in Review

Evergreen Capital Management sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q3 2025, closing a stake of 6,040 shares — an estimated $235K sold.

Evergreen Capital Management first reported a position in PDN in Q3 2024 and held it in 3 quarters. The position peaked at $235K in Q2 2025. 107 funds tracked by Wall St. Rank hold PDN as of Q3 2025.

  • Evergreen Capital Management reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q3 2025 after selling out during the quarter.
  • Evergreen Capital Management sold 6,040 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q3 2025, an estimated $235K.
  • Evergreen Capital Management first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q3 2024 and held it in 3 quarters.
  • Evergreen Capital Management's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $235K in Q2 2025.
  • 107 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q3 2025.

Based on Evergreen Capital Management's 13F filing for Q3 2025, filed 28 Oct 2025.