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

Synergy Investment 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
2025
Q1 		– Sell
-683
Closed -$21.6K – 649
2024
Q4 		$21.6K Buy
+683
New +$22.5K 0.01% 317

Other funds holding PDN

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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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
DSA
Droms Strauss Advisors St. Louis, Missouri $383M AUM 17.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

Synergy Investment Management's PDN Position: Q1 2025 in Review

Synergy Investment Management sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q1 2025, closing a stake of 683 shares — an estimated $21.6K sold.

Synergy Investment Management first reported a position in PDN in Q4 2024 and held it in 1 quarter. The position peaked at $21.6K in Q4 2024. 102 funds tracked by Wall St. Rank hold PDN as of Q1 2025.

  • Synergy Investment Management reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Investment Management sold 683 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q1 2025, an estimated $21.6K.
  • Synergy Investment Management first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Investment Management's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $21.6K in Q4 2024.
  • 102 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q1 2025.

Based on Synergy Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.