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Sunrise Financial Services’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Sunrise Financial Services’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 		$36.2K Hold
804
– – 0.02% 132
2026
Q1 		$34.9K Buy
+804
New +$36K 0.02% 138

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DSA
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Susquehanna International Group
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CIC
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RF
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Sunrise Financial Services's PDN Position: Q2 2026 in Review

Sunrise Financial Services held its Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) position steady in Q2 2026 at 804 shares worth $36.2K. The position accounts for 0.02% of the portfolio, ranked #132.

Sunrise Financial Services first reported a position in PDN in Q1 2026 and has held it in 2 quarters since. 100 funds tracked by Wall St. Rank hold PDN as of Q2 2026.

  • Sunrise Financial Services held 804 shares of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF worth $36.2K as of Q2 2026.
  • Sunrise Financial Services left its Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF share count unchanged in Q2 2026.
  • Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF made up 0.02% of Sunrise Financial Services's portfolio in Q2 2026, its #132 holding.
  • Sunrise Financial Services first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q1 2026 and has held it in 2 quarters since.
  • 100 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.