SFGP
PDN icon

Stonebridge Financial Group (Pennsylvania)’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
-410
Closed -$13.7K – 722
2025
Q1 		$13.7K Hold
410
– – ﹤0.01% 548
2024
Q4 		$13K Buy
+410
New +$13.5K ﹤0.01% 558

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

Stonebridge Financial Group (Pennsylvania)'s PDN Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q2 2025, closing a stake of 410 shares — an estimated $13.7K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in PDN in Q4 2024 and held it in 2 quarters. The position peaked at $13.7K in Q1 2025. 96 funds tracked by Wall St. Rank hold PDN as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 410 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q2 2025, an estimated $13.7K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $13.7K 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 Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.