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Keystone Financial Group (Kentucky)’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Keystone Financial Group (Kentucky)’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
2024
Q4 		– Sell
-6,104
Closed -$215K – 400
2024
Q3 		$215K Buy
+6,104
New +$206K 0.03% 344
2024
Q2 		– Sell
-6,519
Closed -$214K – 257
2024
Q1 		$214K Hold
6,519
– – 0.03% 320
2023
Q4 		$212K Buy
+6,519
New +$196K 0.04% 277
2023
Q3 		– Sell
-7,094
Closed -$218K – 312
2023
Q2 		$218K Buy
+7,094
New +$221K 0.04% 271
2022
Q4 		$218K Sell
7,367
-2,340
-24% -$66K 0.04% 255
2022
Q3 		$249K Buy
9,707
+73
+0.8% +$2.12K 0.05% 228
2022
Q2 		$280K Buy
9,634
+377
+4% +$12K 0.06% 220
2022
Q1 		$319K Sell
9,257
-344
-4% -$12.1K 0.05% 217
2021
Q4 		$353K Buy
+9,601
New +$360K 0.06% 213

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CIC
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HighTower Advisors
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DSA
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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
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Keystone Financial Group (Kentucky)'s PDN Position: Q4 2024 in Review

Keystone Financial Group (Kentucky) sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q4 2024, closing a stake of 6,104 shares — an estimated $215K sold.

Keystone Financial Group (Kentucky) first reported a position in PDN in Q4 2021 and held it in 9 quarters. The position peaked at $353K in Q4 2021. 99 funds tracked by Wall St. Rank hold PDN as of Q4 2024.

  • Keystone Financial Group (Kentucky) reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q4 2024 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 6,104 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q4 2024, an estimated $215K.
  • Keystone Financial Group (Kentucky) first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q4 2021 and held it in 9 quarters.
  • Keystone Financial Group (Kentucky)'s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $353K in Q4 2021.
  • 99 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q4 2024.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q4 2024, filed 13 Feb 2025.