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

EverSource 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
2024
Q4 		– Sell
-96
Closed -$3.37K – 3799
2024
Q3 		$3.37K Hold
96
– – ﹤0.01% 2371
2024
Q2 		$3.25K Hold
96
– – ﹤0.01% 2375
2024
Q1 		$3.07K Sell
96
-135
-58% -$4.32K ﹤0.01% 2238
2023
Q4 		$7.5K Buy
231
+135
+141% +$4.05K ﹤0.01% 1691
2023
Q3 		$2.84K Buy
+96
New +$2.98K ﹤0.01% 1902

Other funds holding PDN

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
DSA
Droms Strauss Advisors St. Louis, Missouri $383M AUM 17.99% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

EverSource Wealth Advisors's PDN Position: Q4 2024 in Review

EverSource Wealth Advisors sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q4 2024, closing a stake of 96 shares — an estimated $3.37K sold.

EverSource Wealth Advisors first reported a position in PDN in Q3 2023 and held it in 5 quarters. The position peaked at $7.5K in Q4 2023. 99 funds tracked by Wall St. Rank hold PDN as of Q4 2024.

  • EverSource Wealth Advisors reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q4 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 96 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q4 2024, an estimated $3.37K.
  • EverSource Wealth Advisors first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q3 2023 and held it in 5 quarters.
  • EverSource Wealth Advisors's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $7.5K in Q4 2023.
  • 99 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q4 2024.

Based on EverSource Wealth Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.