Vertex Planning Partners LLC Buys 1,749 Shares of Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ)

Vertex Planning Partners LLC lifted its stake in Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ) by 29.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 7,695 shares of the company’s stock after buying an additional 1,749 shares during the period. Vertex Planning Partners LLC’s holdings in Invesco FTSE RAFI US 1500 Small-Mid ETF were worth $320,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in PRFZ. Bank of New York Mellon Corp increased its stake in Invesco FTSE RAFI US 1500 Small-Mid ETF by 1.8% in the fourth quarter. Bank of New York Mellon Corp now owns 492,813 shares of the company’s stock valued at $20,506,000 after acquiring an additional 8,594 shares during the period. Jones Financial Companies Lllp grew its position in Invesco FTSE RAFI US 1500 Small-Mid ETF by 18.8% in the fourth quarter. Jones Financial Companies Lllp now owns 12,102 shares of the company’s stock valued at $504,000 after acquiring an additional 1,914 shares during the period. Atria Wealth Solutions Inc. acquired a new position in Invesco FTSE RAFI US 1500 Small-Mid ETF during the fourth quarter worth $341,000. JPMorgan Chase & Co. lifted its holdings in shares of Invesco FTSE RAFI US 1500 Small-Mid ETF by 23.1% during the third quarter. JPMorgan Chase & Co. now owns 54,919 shares of the company’s stock valued at $2,282,000 after acquiring an additional 10,302 shares during the period. Finally, Sanctuary Advisors LLC boosted its stake in shares of Invesco FTSE RAFI US 1500 Small-Mid ETF by 2.9% in the 4th quarter. Sanctuary Advisors LLC now owns 37,364 shares of the company’s stock valued at $1,611,000 after purchasing an additional 1,049 shares in the last quarter.

Invesco FTSE RAFI US 1500 Small-Mid ETF Stock Down 0.3 %

Shares of Invesco FTSE RAFI US 1500 Small-Mid ETF stock opened at $38.76 on Friday. The stock has a market capitalization of $2.40 billion, a P/E ratio of 16.63 and a beta of 1.21. The company has a 50-day simple moving average of $41.05 and a 200 day simple moving average of $41.90. Invesco FTSE RAFI US 1500 Small-Mid ETF has a 12-month low of $36.12 and a 12-month high of $45.80.

Invesco FTSE RAFI US 1500 Small-Mid ETF Cuts Dividend

The company also recently disclosed a dividend, which will be paid on Friday, March 28th. Investors of record on Monday, March 24th will be paid a dividend of $0.0437 per share. The ex-dividend date of this dividend is Monday, March 24th.

Invesco FTSE RAFI US 1500 Small-Mid ETF Company Profile

The Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) is an exchange-traded fund that is based on the FTSE RAFI US 1500 index. The fund tracks a fundamentally-weighted index of 1,500 small- and mid-cap companies in the US that are selected using fundamental metrics. PRFZ was launched on Sep 20, 2006 and is managed by Invesco.