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Steward Partners Investment Advisory’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Steward Partners Investment Advisory’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
2025
Q2 		– Sell
-401
Closed -$13.4K – 4222
2025
Q1 		$13.4K Hold
401
– – ﹤0.01% 2967
2024
Q4 		$12.7K Buy
+401
New +$13.2K ﹤0.01% 2998

Other funds holding PDN

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
DSA
Droms Strauss Advisors St. Louis, Missouri $383M AUM 17.99% 1-Year Est. Return

Steward Partners Investment Advisory's PDN Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q2 2025, closing a stake of 401 shares — an estimated $13.4K sold.

Steward Partners Investment Advisory first reported a position in PDN in Q4 2024 and held it in 2 quarters. The position peaked at $13.4K in Q1 2025. 96 funds tracked by Wall St. Rank hold PDN as of Q2 2025.

  • Steward Partners Investment Advisory reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q2 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 401 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q2 2025, an estimated $13.4K.
  • Steward Partners Investment Advisory first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q4 2024 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $13.4K in Q1 2025.
  • 96 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.