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 Q3	$570K	Buy	12,413 +26	+0.2%	+$1.2K	0.15%	46
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

Robinswood Financial Kirkland, Washington $324M AUM 8.63% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

Studio Investment Management Chicago, Illinois $589M AUM 11.75% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Sensible Money's PDN Position: Q3 2026 in Review

Sensible Money increased its Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) stake by 0.21% in Q3 2026, buying an estimated $1.2K and bringing the position to 12,413 shares worth $570K. The position accounts for 0.15% of the portfolio, ranked #46.

Sensible Money first reported a position in PDN in Q4 2022 and has held it in 16 quarters since. The position peaked at $595K in Q1 2024. 22 funds tracked by Wall St. Rank hold PDN as of Q3 2026.

Sensible Money held 12,413 shares of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF worth $570K as of Q3 2026.
Sensible Money bought 26 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q3 2026, an estimated $1.2K.
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF made up 0.15% of Sensible Money's portfolio in Q3 2026, its #46 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 16 quarters since.
Sensible Money's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $595K in Q1 2024.
22 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q3 2026.

Based on Sensible Money's 13F filing for Q3 2026, filed 20 Oct 2026.