VFO
PDN icon

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

Virtus Family Office’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 		$1.39M Buy
30,937
+8,628
+39% +$396K 1.1% 36
2026
Q1 		$968K Buy
+22,309
New +$998K 0.83% 36

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EWA
EP Wealth Advisors Torrance, California $26.2B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

Virtus Family Office's PDN Position: Q2 2026 in Review

Virtus Family Office increased its Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) stake by 39% in Q2 2026, buying an estimated $396K and bringing the position to 30,937 shares worth $1.39M. The position accounts for 1.1% of the portfolio, ranked #36.

Virtus Family Office 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.

  • Virtus Family Office held 30,937 shares of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF worth $1.39M as of Q2 2026.
  • Virtus Family Office bought 8,628 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q2 2026, an estimated $396K.
  • Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF made up 1.1% of Virtus Family Office's portfolio in Q2 2026, its #36 holding.
  • Virtus Family Office 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 Virtus Family Office's 13F filing for Q2 2026, filed 4 Aug 2026.