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NewEdge Advisors’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

NewEdge Advisors’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
Q4 		– Sell
-78
Closed -$2.3K – 3845
2023
Q3 		$2.3K Buy
+78
New +$2.42K ﹤0.01% 3012

Other funds holding PDN

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

NewEdge Advisors's PDN Position: Q4 2023 in Review

NewEdge Advisors sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q4 2023, closing a stake of 78 shares — an estimated $2.3K sold.

NewEdge Advisors first reported a position in PDN in Q3 2023 and held it in 1 quarter. The position peaked at $2.3K in Q3 2023. 97 funds tracked by Wall St. Rank hold PDN as of Q4 2023.

  • NewEdge Advisors reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q4 2023 after selling out during the quarter.
  • NewEdge Advisors sold 78 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q4 2023, an estimated $2.3K.
  • NewEdge Advisors first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q3 2023 and held it in 1 quarter.
  • NewEdge Advisors's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $2.3K in Q3 2023.
  • 97 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q4 2023.

Based on NewEdge Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.