SGK
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Steigerwald Gordon & Koch’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Steigerwald Gordon & Koch’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 		– Sell
-359
Closed -$15.1K – 860
2025
Q4 		$15.1K Hold
359
– – ﹤0.01% 496
2025
Q3 		$14.8K Buy
+359
New +$14.4K ﹤0.01% 470

Other funds holding PDN

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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

Steigerwald Gordon & Koch's PDN Position: Q1 2026 in Review

Steigerwald Gordon & Koch sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q1 2026, closing a stake of 359 shares — an estimated $15.1K sold.

Steigerwald Gordon & Koch first reported a position in PDN in Q3 2025 and held it in 2 quarters. The position peaked at $15.1K in Q4 2025. 106 funds tracked by Wall St. Rank hold PDN as of Q1 2026.

  • Steigerwald Gordon & Koch reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q1 2026 after selling out during the quarter.
  • Steigerwald Gordon & Koch sold 359 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q1 2026, an estimated $15.1K.
  • Steigerwald Gordon & Koch first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q3 2025 and held it in 2 quarters.
  • Steigerwald Gordon & Koch's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $15.1K in Q4 2025.
  • 106 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q1 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q1 2026, filed 28 Apr 2026.