Phillip James Consulting’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$171K Buy
+3,720
New +$172K 0.11% 75

Other funds holding PDN

Phillip James Consulting's PDN Position: Q3 2026 in Review

Phillip James Consulting opened a new position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q3 2026: 3,720 shares worth $171K. The stake represents 0.11% of the portfolio and ranks #75 among its holdings.

91 funds tracked by Wall St. Rank hold PDN as of Q3 2026.

  • Phillip James Consulting held 3,720 shares of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF worth $171K as of Q3 2026.
  • Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF was a new Phillip James Consulting position in Q3 2026.
  • Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF made up 0.11% of Phillip James Consulting's portfolio in Q3 2026, its #75 holding.
  • 91 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q3 2026.

Based on Phillip James Consulting's 13F filing for Q3 2026, filed 3 Nov 2026.