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Rather & Kittrell’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Rather & Kittrell’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
2022
Q1 		– Sell
-1,518
Closed -$55K – 230
2021
Q4 		$55K Buy
+1,518
New +$56.9K 0.05% 119

Other funds holding PDN

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
DSA
Droms Strauss Advisors St. Louis, Missouri $383M AUM 17.99% 1-Year Est. Return
ACWM
Adams Chetwood Wealth Management Durham, North Carolina $176M AUM 8.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BOTW
Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Rather & Kittrell's PDN Position: Q1 2022 in Review

Rather & Kittrell sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q1 2022, closing a stake of 1,518 shares — an estimated $55K sold.

Rather & Kittrell first reported a position in PDN in Q4 2021 and held it in 1 quarter. The position peaked at $55K in Q4 2021. 84 funds tracked by Wall St. Rank hold PDN as of Q1 2022.

  • Rather & Kittrell reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q1 2022 after selling out during the quarter.
  • Rather & Kittrell sold 1,518 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q1 2022, an estimated $55K.
  • Rather & Kittrell first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q4 2021 and held it in 1 quarter.
  • Rather & Kittrell's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $55K in Q4 2021.
  • 84 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q1 2022.

Based on Rather & Kittrell's 13F filing for Q1 2022, filed 10 May 2022.