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Spire Wealth Management’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Spire Wealth Management’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 		– Sell
-88
Closed -$3.82K – 2341
2026
Q1 		$3.82K Hold
88
– – ﹤0.01% 1900
2025
Q4 		$3.71K Hold
88
– – ﹤0.01% 1975
2025
Q3 		$3.62K Buy
+88
New +$3.53K ﹤0.01% 2036

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EWA
EP Wealth Advisors Torrance, California $26.2B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAPTRUST Financial Advisors
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
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
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

Spire Wealth Management's PDN Position: Q2 2026 in Review

Spire Wealth Management sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q2 2026, closing a stake of 88 shares — an estimated $3.82K sold.

Spire Wealth Management first reported a position in PDN in Q3 2025 and held it in 3 quarters. The position peaked at $3.82K in Q1 2026. 100 funds tracked by Wall St. Rank hold PDN as of Q2 2026.

  • Spire Wealth Management reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 88 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q2 2026, an estimated $3.82K.
  • Spire Wealth Management first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q3 2025 and held it in 3 quarters.
  • Spire Wealth Management's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $3.82K in Q1 2026.
  • 100 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.