SFA
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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
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

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DSA
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