HB Wealth Management
PDN icon

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

HB 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
2026
Q3 		$350K Buy
+7,620
New +$353K ﹤0.01% 1369

Other funds holding PDN

Robinswood Financial
Robinswood Financial Kirkland, Washington $324M AUM 8.63% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Studio Investment Management
Studio Investment Management Chicago, Illinois $589M AUM 11.75% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Sensible Money
Sensible Money Scottsdale, Arizona $389M AUM 18.91% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Williams & Novak
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
Elm3 Financial Group
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

HB Wealth Management's PDN Position: Q3 2026 in Review

HB Wealth Management opened a new position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q3 2026: 7,620 shares worth $350K. The stake represents ﹤0.01% of the portfolio and ranks #1369 among its holdings.

24 funds tracked by Wall St. Rank hold PDN as of Q3 2026.

  • HB Wealth Management held 7,620 shares of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF worth $350K as of Q3 2026.
  • Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF was a new HB Wealth Management position in Q3 2026.
  • Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q3 2026, its #1369 holding.
  • 24 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q3 2026.

Based on HB Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.