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Farmers & Merchants Investments Inc’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Farmers & Merchants Investments Inc’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
Q2 		– Sell
-54
Closed -$1.81K – 1752
2025
Q1 		$1.81K Hold
54
– – ﹤0.01% 1261
2024
Q4 		$1.71K Hold
54
– – ﹤0.01% 1251
2024
Q3 		$1.9K Hold
54
– – ﹤0.01% 1214
2024
Q2 		$1.75K Buy
+54
New +$1.77K ﹤0.01% 1207

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 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

Farmers & Merchants Investments Inc's PDN Position: Q2 2025 in Review

Farmers & Merchants Investments Inc sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q2 2025, closing a stake of 54 shares — an estimated $1.81K sold.

Farmers & Merchants Investments Inc first reported a position in PDN in Q2 2024 and held it in 4 quarters. The position peaked at $1.9K in Q3 2024. 96 funds tracked by Wall St. Rank hold PDN as of Q2 2025.

  • Farmers & Merchants Investments Inc reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q2 2025 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 54 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q2 2025, an estimated $1.81K.
  • Farmers & Merchants Investments Inc first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q2 2024 and held it in 4 quarters.
  • Farmers & Merchants Investments Inc's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $1.9K in Q3 2024.
  • 96 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q2 2025.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2025, filed 14 Jul 2025.