IWM
PDN icon

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

IHT 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
2022
Q2 		– Sell
-6,017
Closed -$207K – 795
2022
Q1 		$207K Sell
6,017
-484
-7% -$17K 0.02% 704
2021
Q4 		$239K Buy
+6,501
New +$244K 0.02% 699

Other funds holding PDN

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
DSA
Droms Strauss Advisors St. Louis, Missouri $383M AUM 17.99% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WFA
Wade Financial Advisory Campbell, California $292M AUM 5.04% 1-Year Est. Return
BOTW
Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return

IHT Wealth Management's PDN Position: Q2 2022 in Review

IHT Wealth Management sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q2 2022, closing a stake of 6,017 shares — an estimated $207K sold.

IHT Wealth Management first reported a position in PDN in Q4 2021 and held it in 2 quarters. The position peaked at $239K in Q4 2021. 81 funds tracked by Wall St. Rank hold PDN as of Q2 2022.

  • IHT Wealth Management reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q2 2022 after selling out during the quarter.
  • IHT Wealth Management sold 6,017 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q2 2022, an estimated $207K.
  • IHT Wealth Management first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q4 2021 and held it in 2 quarters.
  • IHT Wealth Management's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $239K in Q4 2021.
  • 81 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q2 2022.

Based on IHT Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.