Principal Financial Group
PDN icon

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

Principal Financial Group’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
2021
Q4 		– Sell
-7,830
Closed -$294K – 2601
2021
Q3 		$294K Buy
7,830
+1,020
+15% +$39.3K ﹤0.01% 2313
2021
Q2 		$261K Buy
+6,810
New +$261K ﹤0.01% 2404

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Invesco
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Ameriprise
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DSA
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ACWM
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Envestnet Asset Management
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BOTW
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HighTower Advisors
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Principal Financial Group's PDN Position: Q4 2021 in Review

Principal Financial Group sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q4 2021, closing a stake of 7,830 shares — an estimated $294K sold.

Principal Financial Group first reported a position in PDN in Q2 2021 and held it in 2 quarters. The position peaked at $294K in Q3 2021. 85 funds tracked by Wall St. Rank hold PDN as of Q4 2021.

  • Principal Financial Group reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q4 2021 after selling out during the quarter.
  • Principal Financial Group sold 7,830 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q4 2021, an estimated $294K.
  • Principal Financial Group first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q2 2021 and held it in 2 quarters.
  • Principal Financial Group's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $294K in Q3 2021.
  • 85 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q4 2021.

Based on Principal Financial Group's 13F filing for Q4 2021, filed 9 Feb 2022.