Guardian Wealth Advisors (North Carolina)’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-5	Closed	-$195	–	482
2025 Q2	$195	Hold	5	–	–	﹤0.01%	547
2025 Q1	$167	Hold	5	–	–	﹤0.01%	527
2024 Q4	$158	Buy	+5	New	+$165	﹤0.01%	512

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

Guardian Wealth Advisors (North Carolina)'s PDN Position: Q3 2025 in Review

Guardian Wealth Advisors (North Carolina) sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q3 2025, closing a stake of 5 shares — an estimated $195 sold.

Guardian Wealth Advisors (North Carolina) first reported a position in PDN in Q4 2024 and held it in 3 quarters. The position peaked at $195 in Q2 2025. 107 funds tracked by Wall St. Rank hold PDN as of Q3 2025.

Guardian Wealth Advisors (North Carolina) reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q3 2025 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 5 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q3 2025, an estimated $195.
Guardian Wealth Advisors (North Carolina) first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q4 2024 and held it in 3 quarters.
Guardian Wealth Advisors (North Carolina)'s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $195 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 Guardian Wealth Advisors (North Carolina)'s 13F filing for Q3 2025, filed 14 Nov 2025.