Kistler-Tiffany Companies’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Kistler-Tiffany Companies’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
2023 Q2	$51.7K	Hold	1,680	–	–	0.01%	485
2023 Q1	$52.1K	Hold	1,680	–	–	0.01%	427
2022 Q4	$49.8K	Sell	1,680 -2,738	-62%	-$77.2K	0.01%	417
2022 Q3	$113K	Sell	4,418 -2,742	-38%	-$79.7K	0.03%	265
2022 Q2	$208K	Buy	7,160 +55	+0.8%	+$1.75K	0.05%	209
2022 Q1	$245K	Buy	7,105 +2,631	+59%	+$92.3K	0.05%	204
2021 Q4	$165K	Buy	4,474 +3,888	+663%	+$146K	0.03%	218
2021 Q3	$22K	Buy	+586	New	+$22.6K	0.01%	487

Other funds holding PDN

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

DSA

Droms Strauss Advisors St. Louis, Missouri $383M AUM 17.99% 1-Year Est. Return

Kistler-Tiffany Companies's PDN Position: Q2 2023 in Review

Kistler-Tiffany Companies held its Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) position steady in Q2 2023 at 1,680 shares worth $51.7K. The position accounts for 0.01% of the portfolio, ranked #485.

Kistler-Tiffany Companies first reported a position in PDN in Q3 2021 and has held it in 8 quarters since. The position peaked at $245K in Q1 2022. 97 funds tracked by Wall St. Rank hold PDN as of Q2 2023.

Kistler-Tiffany Companies held 1,680 shares of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF worth $51.7K as of Q2 2023.
Kistler-Tiffany Companies left its Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF share count unchanged in Q2 2023.
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF made up 0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #485 holding.
Kistler-Tiffany Companies first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q3 2021 and has held it in 8 quarters since.
Kistler-Tiffany Companies's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $245K in Q1 2022.
97 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.