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Wealthspire Advisors (New York)’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Wealthspire Advisors (New York)’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 		$267K Buy
5,927
+911
+18% +$41.8K ﹤0.01% 1030
2026
Q1 		$218K Hold
5,016
– – ﹤0.01% 835
2025
Q4 		$212K Hold
5,016
– – ﹤0.01% 953
2025
Q3 		$206K Buy
+5,016
New +$201K ﹤0.01% 781

Other funds holding PDN

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
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

Wealthspire Advisors (New York)'s PDN Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) stake by 18% in Q2 2026, buying an estimated $41.8K and bringing the position to 5,927 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

Wealthspire Advisors (New York) first reported a position in PDN in Q3 2025 and has held it in 4 quarters since. 100 funds tracked by Wall St. Rank hold PDN as of Q2 2026.

  • Wealthspire Advisors (New York) held 5,927 shares of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF worth $267K as of Q2 2026.
  • Wealthspire Advisors (New York) bought 911 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q2 2026, an estimated $41.8K.
  • Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1030 holding.
  • Wealthspire Advisors (New York) first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q3 2025 and has held it in 4 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 Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.