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

Root Financial Partners’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
2026
Q2 		– Sell
-986
Closed -$42.8K – 2374
2026
Q1 		$42.8K Hold
986
– – ﹤0.01% 944
2025
Q4 		$41.6K Buy
986
+193
+24% +$7.99K ﹤0.01% 794
2025
Q3 		$32.6K Buy
+793
New +$31.8K ﹤0.01% 851

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HighTower Advisors
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Ameriprise
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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DSA
Droms Strauss Advisors St. Louis, Missouri $441M AUM 25.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

Root Financial Partners's PDN Position: Q2 2026 in Review

Root Financial Partners sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q2 2026, closing a stake of 986 shares — an estimated $42.8K sold.

Root Financial Partners first reported a position in PDN in Q3 2025 and held it in 3 quarters. The position peaked at $42.8K in Q1 2026. 100 funds tracked by Wall St. Rank hold PDN as of Q2 2026.

  • Root Financial Partners reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 986 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q2 2026, an estimated $42.8K.
  • Root Financial Partners first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $42.8K in Q1 2026.
  • 100 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.