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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
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

Other funds holding PDN

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DSA
Droms Strauss Advisors St. Louis, Missouri $441M AUM 25.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

Larson Financial Group's PDN Position: Q2 2026 in Review

Larson Financial Group increased its Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) stake by 0.12% in Q2 2026, buying an estimated $138 and bringing the position to 2,573 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

Larson Financial Group first reported a position in PDN in Q3 2022 and has held it in 13 quarters since. 100 funds tracked by Wall St. Rank hold PDN as of Q2 2026.

  • Larson Financial Group held 2,573 shares of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF worth $116K as of Q2 2026.
  • Larson Financial Group bought 3 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q2 2026, an estimated $138.
  • Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1106 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 13 quarters since.
  • 100 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.