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Kathleen S. Wright Associates’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Kathleen S. Wright Associates’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
Q1 		– Sell
-51
Closed -$1.61K – 259
2024
Q4 		$1.61K Hold
51
– – ﹤0.01% 250
2024
Q3 		$1.79K Buy
+51
New +$1.72K ﹤0.01% 279

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
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
DSA
Droms Strauss Advisors St. Louis, Missouri $383M AUM 17.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

Kathleen S. Wright Associates's PDN Position: Q1 2025 in Review

Kathleen S. Wright Associates sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q1 2025, closing a stake of 51 shares — an estimated $1.61K sold.

Kathleen S. Wright Associates first reported a position in PDN in Q3 2024 and held it in 2 quarters. The position peaked at $1.79K in Q3 2024. 102 funds tracked by Wall St. Rank hold PDN as of Q1 2025.

  • Kathleen S. Wright Associates reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q1 2025 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 51 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q1 2025, an estimated $1.61K.
  • Kathleen S. Wright Associates first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q3 2024 and held it in 2 quarters.
  • Kathleen S. Wright Associates's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $1.79K in Q3 2024.
  • 102 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q1 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q1 2025, filed 6 May 2025.