Johnson & White Wealth Management LLC Acquires 13,897 Shares of Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ)

Johnson & White Wealth Management LLC boosted its holdings in Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ) by 6.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 219,672 shares of the company’s stock after buying an additional 13,897 shares during the period. Invesco FTSE RAFI US 1500 Small-Mid ETF makes up about 5.5% of Johnson & White Wealth Management LLC’s investment portfolio, making the stock its 2nd biggest position. Johnson & White Wealth Management LLC owned approximately 0.36% of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $9,156,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Farther Finance Advisors LLC bought a new position in Invesco FTSE RAFI US 1500 Small-Mid ETF in the third quarter valued at $27,000. Private Trust Co. NA raised its stake in Invesco FTSE RAFI US 1500 Small-Mid ETF by 73.0% in the 3rd quarter. Private Trust Co. NA now owns 995 shares of the company’s stock worth $41,000 after purchasing an additional 420 shares in the last quarter. Oak Harbor Wealth Partners LLC acquired a new stake in Invesco FTSE RAFI US 1500 Small-Mid ETF in the 3rd quarter worth about $57,000. Blue Trust Inc. acquired a new stake in shares of Invesco FTSE RAFI US 1500 Small-Mid ETF during the 3rd quarter worth approximately $68,000. Finally, CWM LLC boosted its position in shares of Invesco FTSE RAFI US 1500 Small-Mid ETF by 37.6% during the 3rd quarter. CWM LLC now owns 3,328 shares of the company’s stock worth $138,000 after acquiring an additional 910 shares in the last quarter.

Invesco FTSE RAFI US 1500 Small-Mid ETF Trading Up 0.2 %

NASDAQ PRFZ opened at $41.02 on Tuesday. The firm has a market capitalization of $2.51 billion, a price-to-earnings ratio of 2.78 and a beta of 1.17. The firm’s 50 day simple moving average is $43.33 and its 200 day simple moving average is $41.43. Invesco FTSE RAFI US 1500 Small-Mid ETF has a 1 year low of $35.08 and a 1 year high of $45.80.

Invesco FTSE RAFI US 1500 Small-Mid ETF Announces Dividend

The business also recently announced a dividend, which was paid on Friday, December 27th. Shareholders of record on Monday, December 23rd were given a $0.2305 dividend. The ex-dividend date of this dividend was Monday, December 23rd.

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.