Public ownership evidence

Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN) Ownership Disclosures

Read PDN insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
GILL CAPITAL PARTNERS, LLC
Report period
2026-06-30
Available
2026-08-21
Reported shares
320
Value (USD)
$14,395
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0000729563-26-000004
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read PDN fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read PDN fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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GILL CAPITAL PARTNERS, LLC2026-06-302026-08-21320$14,395None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-209,973$448,609None
JPL Wealth Management, LLC2026-06-302026-08-15315$14,170None
Modern Wealth Management, LLC2026-06-302026-08-1544,363$1,995,599None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-151,618,872$72,822,365None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-151,618,872$72,822,365None
Qube Research & Technologies Ltd2026-06-302026-08-15266$11,966None
OSAIC HOLDINGS, INC.2026-06-302026-08-153,511$157,984None
JANE STREET GROUP, LLC2026-06-302026-08-1525,698$1,155,983None
FLOW TRADERS U.S. LLC2026-06-302026-08-1515,200$684,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1560,392$2,716,637None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1539,833$1,791,824None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1517,346$774,882None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15113,420$5,106,599None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-156,369$286,499None
ROYAL BANK OF CANADA2026-06-302026-08-1512,669$570,000None
ROYAL BANK OF CANADA2026-06-302026-08-1510,028$451,000None
ROYAL BANK OF CANADA2026-06-302026-08-15370$17,000None
CITADEL ADVISORS LLC2026-06-302026-08-1557,514$2,587,175None
Larson Financial Group LLC2026-06-302026-08-152,573$115,743None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1536,216$1,629,119None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1510,585$476,156None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15173$7,782None
WELLS FARGO & COMPANY/MN2026-06-302026-08-155,182$233,126None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1525,008$1,124,945None
BANK OF AMERICA CORP /DE/2026-06-302026-08-155,602$251,995None
BANK OF AMERICA CORP /DE/2026-06-302026-08-156,391$287,465None
Burk Holdings LLC2026-06-302026-08-141$45None
Quantinno Capital Management LP2026-06-302026-08-147,635$343,448None
Rockefeller Capital Management L.P.2026-06-302026-08-14145$6,523None
Index Fund Advisors, Inc.2026-06-302026-08-149,506$427,612None
UBS Group AG2026-06-302026-08-14716$32,208None
UBS Group AG2026-06-302026-08-148,220$369,760None
Mariner, LLC2026-06-302026-08-1414,940$672,063None
Creative Planning2026-06-302026-08-1427,980$1,258,626None
Creative Planning2026-06-302026-08-14830$37,336None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-14312$14,035None
CI INVESTMENTS INC.2026-06-302026-08-14273,424$12,299,541None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-14103,584$4,659,545None
VANGUARD ADVISERS INC2026-06-302026-08-14724$32,551None
MORGAN STANLEY2026-06-302026-08-1469,795$3,139,629None
MORGAN STANLEY2026-06-302026-08-14716$32,234None
FMR LLC2026-06-302026-08-1412,343$555,230None
HUNTINGTON NATIONAL BANK2026-06-302026-08-141,171$52,676None
Sunrise Financial Services, LLC2026-06-302026-08-13804$36,167None
CFO4Life Group, LLC2026-06-302026-08-136,732$302,842None
Integrated Wealth Concepts LLC2026-06-302026-08-13548$24,652None
Cetera Investment Advisers2026-06-302026-08-1314,867$668,756None
Focus Partners Wealth2026-06-302026-08-1370,976$3,192,743None
Aptus Capital Advisors, LLC2026-06-302026-08-131,762$79,261None

90-day public filing window, up to 50 source positions.

GILL CAPITAL PARTNERS, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗JPL Wealth Management, LLC ↗Modern Wealth Management, LLC ↗CHARLES SCHWAB INVESTMENT MANAGEMENT INC ↗Sixth Street Partners Management Company, L.P. ↗Qube Research & Technologies Ltd ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗FLOW TRADERS U.S. LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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