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

Sequoia Financial Advisors’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	$642K	Buy	14,272 +130	+0.9%	+$5.97K	﹤0.01%	1173
2026 Q1	$613K	Hold	14,142	–	–	﹤0.01%	1152
2025 Q4	$597K	Hold	14,142	–	–	﹤0.01%	1188
2025 Q3	$581K	Hold	14,142	–	–	﹤0.01%	1056
2025 Q2	$550K	Buy	14,142 +94	+0.7%	+$3.37K	﹤0.01%	953
2025 Q1	$470K	Buy	14,048 +90	+0.6%	+$2.99K	﹤0.01%	877
2024 Q4	$441K	Buy	13,958 +154	+1%	+$5.08K	﹤0.01%	854
2024 Q3	$485K	Buy	13,804 +2,439	+21%	+$82.1K	0.01%	759
2024 Q2	$367K	Hold	11,365	–	–	﹤0.01%	810
2024 Q1	$374K	Sell	11,365 -270	-2%	-$8.63K	﹤0.01%	783
2023 Q4	$378K	Buy	+11,635	New	+$349K	﹤0.01%	836

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

Sequoia Financial Advisors's PDN Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) stake by 0.92% in Q2 2026, buying an estimated $5.97K and bringing the position to 14,272 shares worth $642K. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

Sequoia Financial Advisors first reported a position in PDN in Q4 2023 and has held it in 11 quarters since. 100 funds tracked by Wall St. Rank hold PDN as of Q2 2026.

Sequoia Financial Advisors held 14,272 shares of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF worth $642K as of Q2 2026.
Sequoia Financial Advisors bought 130 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q2 2026, an estimated $5.97K.
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1173 holding.
Sequoia Financial Advisors first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q4 2023 and has held it in 11 quarters since.
100 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.