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

Safeguard Financial’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
Q3 		– Sell
-913
Closed -$28K – 411
2023
Q2 		$28K Buy
+913
New +$28.5K 0.01% 225

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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Safeguard Financial's PDN Position: Q3 2023 in Review

Safeguard Financial sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q3 2023, closing a stake of 913 shares — an estimated $28K sold.

Safeguard Financial first reported a position in PDN in Q2 2023 and held it in 1 quarter. The position peaked at $28K in Q2 2023. 87 funds tracked by Wall St. Rank hold PDN as of Q3 2023.

  • Safeguard Financial reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 913 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q3 2023, an estimated $28K.
  • Safeguard Financial first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $28K in Q2 2023.
  • 87 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.