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Invesco Exchng Traded Fd Tr ftse rafi sml shares owned by Modern Wealth Management

Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr ftse rafi sml (PDN) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in Invesco Exchng Traded Fd Tr ftse rafi sml

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchng Traded Fd Tr ftse rafi sml held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchng Traded Fd Tr ftse rafi sml by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 47k 41.11
2025-06-30 $1.8M 47k 38.92
2025-03-31 $1.5M 45k 33.48

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View all positions for Modern Wealth Management

Top funds holding Invesco Exchng Traded Fd Tr ftse rafi sml

Charles Schwab Investment Management
Invesco
Opes Wealth Management
LPL Financial
HighTower Advisors
Colony
Susquehanna International
Cutler Investment Counsel
Captrust Financial Advisors
Droms Strauss Advisors
Ameriprise Financial
Citadel Advisors
KWB Wealth
Morgan Stanley
Modern Wealth Management

View all funds holding Invesco Exchng Traded Fd Tr ftse rafi sml