Wealth Enhancement Advisory Services’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Wealth Enhancement Advisory 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
2025 Q4	–	Sell	-4,940	Closed	-$203K	–	3764
2025 Q3	$203K	Buy	+4,940	New	+$198K	﹤0.01%	3130
2024 Q4	–	Sell	-7,263	Closed	-$255K	–	3076
2024 Q3	$255K	Buy	7,263 +857	+13%	+$28.9K	﹤0.01%	2281
2024 Q2	$207K	Sell	6,406 -2,349	-27%	-$77K	﹤0.01%	2274
2024 Q1	$288K	Buy	+8,755	New	+$280K	﹤0.01%	1942
2023 Q4	–	Sell	-7,864	Closed	-$232K	–	2414
2023 Q3	$232K	Buy	+7,864	New	+$244K	﹤0.01%	1910

Other funds holding PDN

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

DSA

Droms Strauss Advisors St. Louis, Missouri $441M AUM 25.07% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

Wealth Enhancement Advisory Services's PDN Position: Q4 2025 in Review

Wealth Enhancement Advisory Services sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q4 2025, closing a stake of 4,940 shares — an estimated $203K sold.

Wealth Enhancement Advisory Services first reported a position in PDN in Q3 2023 and held it in 5 quarters. The position peaked at $288K in Q1 2024. 101 funds tracked by Wall St. Rank hold PDN as of Q4 2025.

Wealth Enhancement Advisory Services reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q4 2025 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 4,940 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q4 2025, an estimated $203K.
Wealth Enhancement Advisory Services first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q3 2023 and held it in 5 quarters.
Wealth Enhancement Advisory Services's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $288K in Q1 2024.
101 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q4 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2025, filed 8 Jan 2026.