Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ) Shares Acquired by EP Wealth Advisors LLC

Posted by Sean Solarzano on Dec 14th, 2024

EP Wealth Advisors LLC lifted its position in Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ – Free Report) by 82.2% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,257 shares of the company’s stock after acquiring an additional 3,275 shares during the period. EP Wealth Advisors LLC’s holdings in Invesco FTSE RAFI US 1500 Small-Mid ETF were worth $302,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently made changes to their positions in the company. CWM LLC grew its stake in Invesco FTSE RAFI US 1500 Small-Mid ETF by 27.7% during the 2nd quarter. CWM LLC now owns 2,418 shares of the company’s stock valued at $92,000 after acquiring an additional 524 shares in the last quarter. Sequoia Financial Advisors LLC increased its holdings in shares of Invesco FTSE RAFI US 1500 Small-Mid ETF by 11.9% in the second quarter. Sequoia Financial Advisors LLC now owns 10,565 shares of the company’s stock valued at $403,000 after purchasing an additional 1,120 shares during the last quarter. Oakworth Capital Inc. lifted its position in Invesco FTSE RAFI US 1500 Small-Mid ETF by 25.0% during the second quarter. Oakworth Capital Inc. now owns 4,791 shares of the company’s stock worth $183,000 after buying an additional 957 shares in the last quarter. Western Financial Corp CA acquired a new position in Invesco FTSE RAFI US 1500 Small-Mid ETF during the second quarter worth $215,000. Finally, Western Wealth Management LLC grew its holdings in Invesco FTSE RAFI US 1500 Small-Mid ETF by 5.3% in the 2nd quarter. Western Wealth Management LLC now owns 13,394 shares of the company’s stock valued at $511,000 after buying an additional 669 shares in the last quarter.

Invesco FTSE RAFI US 1500 Small-Mid ETF Stock Down 0.5 %

NASDAQ PRFZ opened at $44.04 on Friday. The business’s fifty day simple moving average is $43.13 and its 200-day simple moving average is $40.84. The firm has a market cap of $2.71 billion, a PE ratio of 2.78 and a beta of 1.17. Invesco FTSE RAFI US 1500 Small-Mid ETF has a 52 week low of $35.08 and a 52 week high of $45.80.

Invesco FTSE RAFI US 1500 Small-Mid ETF Cuts Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, September 27th. Investors of record on Monday, September 23rd were given a dividend of $0.131 per share. This represents a $0.52 annualized dividend and a yield of 1.19%. The ex-dividend date was Monday, September 23rd.

Invesco FTSE RAFI US 1500 Small-Mid ETF Profile

(Free Report)

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.