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

Westmount Partners’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 		$508K Hold
11,296
– – 0.11% 149
2026
Q1 		$490K Hold
11,296
– – 0.12% 150
2025
Q4 		$477K Hold
11,296
– – 0.12% 138
2025
Q3 		$466K Hold
11,296
– – 0.12% 142
2025
Q2 		$440K Hold
11,296
– – 0.12% 140
2025
Q1 		$378K Buy
+11,296
New +$375K 0.12% 151

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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

Westmount Partners's PDN Position: Q2 2026 in Review

Westmount Partners held its Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) position steady in Q2 2026 at 11,296 shares worth $508K. The position accounts for 0.11% of the portfolio, ranked #149.

Westmount Partners first reported a position in PDN in Q1 2025 and has held it in 6 quarters since. 100 funds tracked by Wall St. Rank hold PDN as of Q2 2026.

  • Westmount Partners held 11,296 shares of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF worth $508K as of Q2 2026.
  • Westmount Partners left its Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF share count unchanged in Q2 2026.
  • Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF made up 0.11% of Westmount Partners's portfolio in Q2 2026, its #149 holding.
  • Westmount Partners first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q1 2025 and has held it in 6 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 Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.