Larson Financial Group
PDN icon

Larson Financial Group’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Larson Financial Group’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
Q3 		$112K Sell
2,436
-137
-5% -$6.35K ﹤0.01% 1188
2026
Q2 		$116K Buy
2,573
+3
+0.1% +$138 ﹤0.01% 1106
2026
Q1 		$111K Buy
2,570
+2
+0.1% +$89 ﹤0.01% 943
2025
Q4 		$108K Hold
2,568
– – ﹤0.01% 911
2025
Q3 		$106K Buy
2,568
+312
+14% +$12.5K ﹤0.01% 881
2025
Q2 		$87.8K Buy
+2,256
New +$80.8K ﹤0.01% 891
2024
Q4 		– Sell
-686
Closed -$24.1K – 2869
2024
Q3 		$24.1K Buy
686
+614
+853% +$20.7K ﹤0.01% 1132
2024
Q2 		$2.33K Buy
+72
New +$2.36K ﹤0.01% 1572
2024
Q1 		– Sell
-311
Closed -$10.1K – 1877
2023
Q4 		$10.1K Sell
311
-1,437
-82% -$43.1K ﹤0.01% 1012
2023
Q3 		$51.6K Buy
1,748
+1,367
+359% +$42.5K 0.01% 603
2023
Q2 		$11.7K Hold
381
– – ﹤0.01% 884
2023
Q1 		$11.8K Hold
381
– – ﹤0.01% 874
2022
Q4 		$11.3K Hold
381
– – ﹤0.01% 827
2022
Q3 		$10K Buy
+381
New +$11.1K ﹤0.01% 794

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Larson Financial Group's PDN Position: Q3 2026 in Review

Larson Financial Group reduced its Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) stake by 5.3% in Q3 2026, selling an estimated $6.35K and leaving 2,436 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #1188.

Larson Financial Group first reported a position in PDN in Q3 2022 and has held it in 14 quarters since. The position peaked at $116K in Q2 2026. 49 funds tracked by Wall St. Rank hold PDN as of Q3 2026.

  • Larson Financial Group held 2,436 shares of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF worth $112K as of Q3 2026.
  • Larson Financial Group sold 137 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q3 2026, an estimated $6.35K.
  • Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1188 holding.
  • Larson Financial Group first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q3 2022 and has held it in 14 quarters since.
  • Larson Financial Group's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $116K in Q2 2026.
  • 49 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.