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

Tucker Asset 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
-279
Closed -$8.83K – 747
2024
Q4 		$8.83K Buy
279
+3
+1% +$99 ﹤0.01% 799
2024
Q3 		$9.71K Buy
276
+2
+0.7% +$67 ﹤0.01% 723
2024
Q2 		$8.87K Buy
+274
New +$8.98K ﹤0.01% 884

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
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

Tucker Asset Management's PDN Position: Q1 2025 in Review

Tucker Asset Management sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q1 2025, closing a stake of 279 shares — an estimated $8.83K sold.

Tucker Asset Management first reported a position in PDN in Q2 2024 and held it in 3 quarters. The position peaked at $9.71K in Q3 2024. 102 funds tracked by Wall St. Rank hold PDN as of Q1 2025.

  • Tucker Asset 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.
  • Tucker Asset Management sold 279 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q1 2025, an estimated $8.83K.
  • Tucker Asset Management first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q2 2024 and held it in 3 quarters.
  • Tucker Asset Management's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $9.71K in Q3 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 Tucker Asset Management's 13F filing for Q1 2025, filed 6 Jan 2026.