Farther Finance Advisors
PDN icon

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

Farther Finance 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
Q3 		$57.6K Hold
1,255
– – ﹤0.01% 3284
2026
Q2 		$56.5K Hold
1,255
– – ﹤0.01% 3156
2026
Q1 		$55.3K Sell
1,255
-1
-0.1% -$45 ﹤0.01% 2927
2025
Q4 		$53K Buy
1,256
+991
+374% +$41K ﹤0.01% 2775
2025
Q3 		$10.9K Buy
265
+55
+26% +$2.21K ﹤0.01% 3408
2025
Q2 		$8.17K Buy
210
+139
+196% +$4.98K ﹤0.01% 3177
2025
Q1 		$2.38K Sell
71
-533
-88% -$17.7K ﹤0.01% 3319
2024
Q4 		$19.1K Buy
604
+62
+11% +$2.05K ﹤0.01% 2098
2024
Q3 		$19.1K Buy
542
+533
+5,922% +$17.9K ﹤0.01% 2106
2024
Q2 		$290 Hold
9
– – ﹤0.01% 3405
2024
Q1 		$295 Hold
9
– – ﹤0.01% 3173
2023
Q4 		$292 Sell
9
-111
-93% -$3.33K ﹤0.01% 3138
2023
Q3 		$3.54K Hold
120
– – ﹤0.01% 1640
2023
Q2 		$3.7K Buy
+120
New +$3.74K ﹤0.01% 1538

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WN
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EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Farther Finance Advisors's PDN Position: Q3 2026 in Review

Farther Finance Advisors held its Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) position steady in Q3 2026 at 1,255 shares worth $57.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3284.

Farther Finance Advisors first reported a position in PDN in Q2 2023 and has held it in 14 quarters since. 10 funds tracked by Wall St. Rank hold PDN as of Q3 2026.

  • Farther Finance Advisors held 1,255 shares of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF worth $57.6K as of Q3 2026.
  • Farther Finance Advisors left its Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF share count unchanged in Q3 2026.
  • Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3284 holding.
  • Farther Finance Advisors first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q2 2023 and has held it in 14 quarters since.
  • 10 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.