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

FSA Wealth 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	$2.79K	Hold	68	–	–	﹤0.01%	475
2025 Q2	$2.65K	Hold	68	–	–	﹤0.01%	445
2025 Q1	$2.28K	Hold	68	–	–	﹤0.01%	432
2024 Q4	$2.15K	Hold	68	–	–	﹤0.01%	480
2024 Q3	$2.39K	Buy	+68	New	+$2.29K	﹤0.01%	478

Other funds holding PDN

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

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

FSA Wealth Management's PDN Position: Q3 2025 in Review

FSA Wealth Management held its Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) position steady in Q3 2025 at 68 shares worth $2.79K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

FSA Wealth Management first reported a position in PDN in Q3 2024 and has held it in 5 quarters since. 107 funds tracked by Wall St. Rank hold PDN as of Q3 2025.

FSA Wealth Management held 68 shares of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF worth $2.79K as of Q3 2025.
FSA Wealth Management left its Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF share count unchanged in Q3 2025.
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #475 holding.
FSA Wealth Management first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q3 2024 and has held it in 5 quarters since.
107 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.