Paulson Wealth Management’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Paulson Wealth Management’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
2019 Q3	–	Sell	-6,933	Closed	-$207K	–	110
2019 Q2	$207K	Hold	6,933	–	–	0.15%	101
2019 Q1	$207K	Buy	+6,933	New	+$205K	0.16%	106
2018 Q4	–	Sell	-14,350	Closed	-$428K	–	128
2018 Q3	$428K	Buy	14,350 +196	+1%	+$6.41K	0.38%	70
2018 Q2	$469K	Hold	14,154	–	–	0.46%	63
2018 Q1	$483K	Hold	14,154	–	–	0.48%	61
2017 Q4	$487K	Buy	+14,154	New	+$475K	0.43%	61

Other funds holding PDN

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

BOTW

Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Paulson Wealth Management's PDN Position: Q3 2019 in Review

Paulson Wealth Management sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q3 2019, closing a stake of 6,933 shares — an estimated $207K sold.

Paulson Wealth Management first reported a position in PDN in Q4 2017 and held it in 6 quarters. The position peaked at $487K in Q4 2017. 57 funds tracked by Wall St. Rank hold PDN as of Q3 2019.

Paulson Wealth Management reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q3 2019 after selling out during the quarter.
Paulson Wealth Management sold 6,933 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q3 2019, an estimated $207K.
Paulson Wealth Management first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q4 2017 and held it in 6 quarters.
Paulson Wealth Management's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $487K in Q4 2017.
57 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q3 2019.

Based on Paulson Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.