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

Sensible Money’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	$557K	Buy	12,387 +37	+0.3%	+$1.7K	0.15%	44
2026 Q1	$536K	Buy	12,350 +26	+0.2%	+$1.16K	0.16%	39
2025 Q4	$520K	Buy	12,324 +46	+0.4%	+$1.9K	0.17%	40
2025 Q3	$505K	Buy	12,278 +26	+0.2%	+$1.04K	0.17%	41
2025 Q2	$477K	Buy	12,252 +35	+0.3%	+$1.25K	0.18%	41
2025 Q1	$409K	Sell	12,217 -282	-2%	-$9.36K	0.18%	47
2024 Q4	$395K	Hold	12,499	–	–	0.17%	49
2024 Q3	$439K	Sell	12,499 -4,536	-27%	-$153K	0.19%	47
2024 Q2	$551K	Sell	17,035 -1,061	-6%	-$34.8K	0.27%	35
2024 Q1	$595K	Hold	18,096	–	–	0.32%	33
2023 Q4	$588K	Hold	18,096	–	–	0.35%	31
2023 Q3	$535K	Hold	18,096	–	–	0.38%	32
2023 Q2	$557K	Hold	18,096	–	–	0.41%	31
2023 Q1	$561K	Hold	18,096	–	–	0.48%	31
2022 Q4	$536K	Buy	+18,096	New	+$510K	0.57%	30

Other funds holding PDN

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 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

Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

Sensible Money's PDN Position: Q2 2026 in Review

Sensible Money increased its Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) stake by 0.3% in Q2 2026, buying an estimated $1.7K and bringing the position to 12,387 shares worth $557K. The position accounts for 0.15% of the portfolio, ranked #44.

Sensible Money first reported a position in PDN in Q4 2022 and has held it in 15 quarters since. The position peaked at $595K in Q1 2024. 100 funds tracked by Wall St. Rank hold PDN as of Q2 2026.

Sensible Money held 12,387 shares of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF worth $557K as of Q2 2026.
Sensible Money bought 37 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q2 2026, an estimated $1.7K.
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF made up 0.15% of Sensible Money's portfolio in Q2 2026, its #44 holding.
Sensible Money first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q4 2022 and has held it in 15 quarters since.
Sensible Money's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $595K in Q1 2024.
100 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q2 2026.

Based on Sensible Money's 13F filing for Q2 2026, filed 30 Jul 2026.