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

IFP 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
Q2 		$204K Hold
4,535
– – ﹤0.01% 1502
2026
Q1 		$197K Buy
4,535
+200
+5% +$8.94K ﹤0.01% 1412
2025
Q4 		$183K Buy
4,335
+100
+2% +$4.14K ﹤0.01% 1417
2025
Q3 		$174K Buy
4,235
+272
+7% +$10.9K ﹤0.01% 1355
2025
Q2 		$154K Buy
3,963
+655
+20% +$23.5K ﹤0.01% 1400
2025
Q1 		$111K Buy
3,308
+3,256
+6,262% +$108K ﹤0.01% 1468
2024
Q4 		$1.64K Hold
52
– – ﹤0.01% 3166
2024
Q3 		$1.83K Sell
52
-14
-21% -$471 ﹤0.01% 2930
2024
Q2 		$2.13K Buy
+66
New +$2.16K ﹤0.01% 2797
2024
Q1 		– Sell
-1
Closed -$32 – 3216
2023
Q4 		$32 Hold
1
– – ﹤0.01% 2998
2023
Q3 		$30 Hold
1
– – ﹤0.01% 3248
2023
Q2 		$31 Hold
1
– – ﹤0.01% 3407
2023
Q1 		$35 Sell
1
-800
-100% -$24.8K ﹤0.01% 3333
2022
Q4 		$29K Sell
801
-280
-26% -$7.9K ﹤0.01% 2627
2022
Q3 		$39K Hold
1,081
– – ﹤0.01% 2563
2022
Q2 		$39K Hold
1,081
– – ﹤0.01% 2334
2022
Q1 		$39K Buy
1,081
+1,080
+108,000% +$37.9K ﹤0.01% 2334
2021
Q4 		$1K Buy
+1
New +$37 ﹤0.01% 3076
2017
Q2 		– Sell
-468
Closed -$14K – 4174
2017
Q1 		$14K Sell
468
-460
-50% -$13.1K ﹤0.01% 2732
2016
Q4 		$25K Hold
928
– – ﹤0.01% 2310
2016
Q3 		$26K Hold
928
– – ﹤0.01% 2243
2016
Q2 		$24K Buy
+928
New +$24.6K ﹤0.01% 2234

Other funds holding PDN

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DSA
Droms Strauss Advisors St. Louis, Missouri $441M AUM 25.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

IFP Advisors's PDN Position: Q2 2026 in Review

IFP Advisors held its Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) position steady in Q2 2026 at 4,535 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #1502.

IFP Advisors first reported a position in PDN in Q2 2016 and has held it in 22 quarters since. 100 funds tracked by Wall St. Rank hold PDN as of Q2 2026.

  • IFP Advisors held 4,535 shares of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF worth $204K as of Q2 2026.
  • IFP Advisors left its Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF share count unchanged in Q2 2026.
  • Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1502 holding.
  • IFP Advisors first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q2 2016 and has held it in 22 quarters since.
  • 100 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.