Moisand Fitzgerald Tamayo’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Moisand Fitzgerald Tamayo’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	$9.46K	Hold	206	–	–	﹤0.01%	408
2026 Q2	$9.27K	Hold	206	–	–	﹤0.01%	377
2026 Q1	$8.94K	Hold	206	–	–	﹤0.01%	353
2025 Q4	$8.69K	Hold	206	–	–	﹤0.01%	361
2025 Q3	$8.47K	Hold	206	–	–	﹤0.01%	372
2025 Q2	$8.02K	Hold	206	–	–	﹤0.01%	369
2025 Q1	$6.9K	Hold	206	–	–	﹤0.01%	383
2024 Q4	$6.51K	Hold	206	–	–	﹤0.01%	392
2024 Q3	$7.24K	Hold	206	–	–	﹤0.01%	390
2024 Q2	$6.66K	Hold	206	–	–	﹤0.01%	355
2024 Q1	$6.77K	Hold	206	–	–	﹤0.01%	361
2023 Q4	$6.69K	Hold	206	–	–	﹤0.01%	393
2023 Q3	$6.09K	Hold	206	–	–	﹤0.01%	403
2023 Q2	$6.34K	Hold	206	–	–	﹤0.01%	380
2023 Q1	$6.39K	Hold	206	–	–	﹤0.01%	381
2022 Q4	$6.1K	Hold	206	–	–	﹤0.01%	378
2022 Q3	$5K	Hold	206	–	–	﹤0.01%	377
2022 Q2	$6K	Buy	+206	New	+$6.56K	﹤0.01%	311
2022 Q1	–	Sell	-206	Closed	-$8K	–	609
2021 Q4	$8K	Hold	206	–	–	﹤0.01%	274
2021 Q3	$8K	Hold	206	–	–	﹤0.01%	263
2021 Q2	$8K	Hold	206	–	–	﹤0.01%	284
2021 Q1	$8K	Sell	206 -7	-3%	-$252	﹤0.01%	233
2020 Q4	$7K	Buy	+213	New	+$6.82K	﹤0.01%	243

Other funds holding PDN

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

EFG

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Moisand Fitzgerald Tamayo's PDN Position: Q3 2026 in Review

Moisand Fitzgerald Tamayo held its Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) position steady in Q3 2026 at 206 shares worth $9.46K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Moisand Fitzgerald Tamayo first reported a position in PDN in Q4 2020 and has held it in 23 quarters since. 10 funds tracked by Wall St. Rank hold PDN as of Q3 2026.

Moisand Fitzgerald Tamayo held 206 shares of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF worth $9.46K as of Q3 2026.
Moisand Fitzgerald Tamayo left its Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF share count unchanged in Q3 2026.
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q3 2026, its #408 holding.
Moisand Fitzgerald Tamayo first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q4 2020 and has held it in 23 quarters since.
10 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q3 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2026, filed 15 Oct 2026.