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

Tidemark’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
2024
Q1 		– Sell
-100
Closed -$3.25K – 722
2023
Q4 		$3.25K Buy
+100
New +$3K ﹤0.01% 562

Other funds holding PDN

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 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

Tidemark's PDN Position: Q1 2024 in Review

Tidemark sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q1 2024, closing a stake of 100 shares — an estimated $3.25K sold.

Tidemark first reported a position in PDN in Q4 2023 and held it in 1 quarter. The position peaked at $3.25K in Q4 2023. 100 funds tracked by Wall St. Rank hold PDN as of Q1 2024.

  • Tidemark reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q1 2024 after selling out during the quarter.
  • Tidemark sold 100 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q1 2024, an estimated $3.25K.
  • Tidemark first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q4 2023 and held it in 1 quarter.
  • Tidemark's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $3.25K in Q4 2023.
  • 100 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q1 2024.

Based on Tidemark's 13F filing for Q1 2024, filed 13 May 2024.