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Harbour Investments’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Harbour Investments’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
Q4 		– Sell
-332
Closed -$13.6K – 3981
2025
Q3 		$13.6K Hold
332
– – ﹤0.01% 2533
2025
Q2 		$12.9K Buy
+332
New +$11.9K ﹤0.01% 2435
2024
Q4 		– Sell
-437
Closed -$15.4K – 3567
2024
Q3 		$15.4K Buy
+437
New +$14.7K ﹤0.01% 2177
2022
Q4 		– Sell
-2
Closed – – 3087
2022
Q3 		$0 Hold
2
– – ﹤0.01% 2802
2022
Q2 		$0 Buy
+2
New +$64 ﹤0.01% 2802

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

Harbour Investments's PDN Position: Q4 2025 in Review

Harbour Investments sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q4 2025, closing a stake of 332 shares — an estimated $13.6K sold.

Harbour Investments first reported a position in PDN in Q2 2022 and held it in 5 quarters. The position peaked at $15.4K in Q3 2024. 101 funds tracked by Wall St. Rank hold PDN as of Q4 2025.

  • Harbour Investments reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q4 2025 after selling out during the quarter.
  • Harbour Investments sold 332 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q4 2025, an estimated $13.6K.
  • Harbour Investments first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q2 2022 and held it in 5 quarters.
  • Harbour Investments's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $15.4K in Q3 2024.
  • 101 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q4 2025.

Based on Harbour Investments's 13F filing for Q4 2025, filed 9 Feb 2026.