Sargent Bickham Lagudis’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Sargent Bickham Lagudis’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 Q4	$296	Buy	+10	New	+$282	﹤0.01%	1008
2019 Q3	–	Sell	-98	Closed	-$3K	–	763
2019 Q2	$3K	Buy	+98	New	+$2.92K	﹤0.01%	699

Other funds holding PDN

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

BOTW

Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return

DSA

Droms Strauss Advisors St. Louis, Missouri $383M AUM 17.99% 1-Year Est. Return

Sargent Bickham Lagudis's PDN Position: Q4 2022 in Review

Sargent Bickham Lagudis opened a new position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q4 2022: 10 shares worth $296. The stake represents ﹤0.01% of the portfolio and ranks #1008 among its holdings. This is a return to the name: Sargent Bickham Lagudis previously reported a position in PDN as recently as Q2 2019.

Sargent Bickham Lagudis first reported a position in PDN in Q2 2019 and has held it in 2 quarters since. The position peaked at $3K in Q2 2019. 94 funds tracked by Wall St. Rank hold PDN as of Q4 2022.

Sargent Bickham Lagudis held 10 shares of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF worth $296 as of Q4 2022.
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF was a new Sargent Bickham Lagudis position in Q4 2022.
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #1008 holding.
Sargent Bickham Lagudis first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q2 2019 and has held it in 2 quarters since.
Sargent Bickham Lagudis's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $3K in Q2 2019.
94 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.