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

Mattson Financial Services’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
-233
Closed -$8.19K – 390
2024
Q4 		$8.19K Buy
+233
New +$7.69K ﹤0.01% 266

Other funds holding PDN

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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

Mattson Financial Services's PDN Position: Q1 2025 in Review

Mattson Financial Services sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q1 2025, closing a stake of 233 shares — an estimated $8.19K sold.

Mattson Financial Services first reported a position in PDN in Q4 2024 and held it in 1 quarter. The position peaked at $8.19K in Q4 2024. 102 funds tracked by Wall St. Rank hold PDN as of Q1 2025.

  • Mattson Financial Services reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q1 2025 after selling out during the quarter.
  • Mattson Financial Services sold 233 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q1 2025, an estimated $8.19K.
  • Mattson Financial Services first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q4 2024 and held it in 1 quarter.
  • Mattson Financial Services's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $8.19K in Q4 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 Mattson Financial Services's 13F filing for Q1 2025, filed 22 May 2025.