WFA
PDN icon

Wipfli Financial Advisors’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$402K Buy
+15,682
New +$456K 0.03% 270
2022
Q2 		– Sell
-6,548
Closed -$226K – 97
2022
Q1 		$226K Buy
+6,548
New +$230K 0.02% 92

Other funds holding PDN

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
DSA
Droms Strauss Advisors St. Louis, Missouri $383M AUM 17.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Wipfli Financial Advisors's PDN Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q3 2022: 15,682 shares worth $402K. The stake represents 0.03% of the portfolio and ranks #270 among its holdings. This is a return to the name: Wipfli Financial Advisors previously reported a position in PDN as recently as Q1 2022.

Wipfli Financial Advisors first reported a position in PDN in Q1 2022 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold PDN as of Q3 2022.

  • Wipfli Financial Advisors held 15,682 shares of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF worth $402K as of Q3 2022.
  • Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF was a new Wipfli Financial Advisors position in Q3 2022.
  • Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF made up 0.03% of Wipfli Financial Advisors's portfolio in Q3 2022, its #270 holding.
  • Wipfli Financial Advisors first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q1 2022 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.