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Romano Brothers & Co’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Romano Brothers & Co’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
Q1 		– Sell
-39
Closed -$1.16K – 769
2022
Q4 		$1.16K Buy
+39
New +$1.1K ﹤0.01% 980

Other funds holding PDN

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Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
DSA
Droms Strauss Advisors St. Louis, Missouri $383M AUM 17.99% 1-Year Est. Return

Romano Brothers & Co's PDN Position: Q1 2023 in Review

Romano Brothers & Co sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q1 2023, closing a stake of 39 shares — an estimated $1.16K sold.

Romano Brothers & Co first reported a position in PDN in Q4 2022 and held it in 1 quarter. The position peaked at $1.16K in Q4 2022. 86 funds tracked by Wall St. Rank hold PDN as of Q1 2023.

  • Romano Brothers & Co reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 39 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q1 2023, an estimated $1.16K.
  • Romano Brothers & Co first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $1.16K in Q4 2022.
  • 86 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.