WealthBridge Capital Management LLC Has $3.19 Million Holdings in Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ)

WealthBridge Capital Management LLC boosted its holdings in shares of Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ) by 2.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 76,618 shares of the company’s stock after buying an additional 1,605 shares during the quarter. Invesco FTSE RAFI US 1500 Small-Mid ETF makes up approximately 0.9% of WealthBridge Capital Management LLC’s investment portfolio, making the stock its 26th largest position. WealthBridge Capital Management LLC owned approximately 0.12% of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $3,188,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of PRFZ. CWM LLC increased its position in Invesco FTSE RAFI US 1500 Small-Mid ETF by 37.6% during the third quarter. CWM LLC now owns 3,328 shares of the company’s stock worth $138,000 after buying an additional 910 shares during the last quarter. Creative Planning increased its position in Invesco FTSE RAFI US 1500 Small-Mid ETF by 18.4% during the third quarter. Creative Planning now owns 114,377 shares of the company’s stock worth $4,752,000 after buying an additional 17,756 shares during the last quarter. Blue Trust Inc. acquired a new position in shares of Invesco FTSE RAFI US 1500 Small-Mid ETF in the third quarter valued at approximately $68,000. Raymond James & Associates grew its position in shares of Invesco FTSE RAFI US 1500 Small-Mid ETF by 0.7% in the third quarter. Raymond James & Associates now owns 936,627 shares of the company’s stock valued at $38,917,000 after purchasing an additional 6,948 shares during the last quarter. Finally, Sequoia Financial Advisors LLC grew its position in shares of Invesco FTSE RAFI US 1500 Small-Mid ETF by 3.4% in the third quarter. Sequoia Financial Advisors LLC now owns 10,925 shares of the company’s stock valued at $454,000 after purchasing an additional 360 shares during the last quarter.

Invesco FTSE RAFI US 1500 Small-Mid ETF Trading Down 0.6 %

Invesco FTSE RAFI US 1500 Small-Mid ETF stock opened at $42.91 on Thursday. Invesco FTSE RAFI US 1500 Small-Mid ETF has a 12 month low of $36.12 and a 12 month high of $45.80. The stock’s 50 day moving average is $42.51 and its 200-day moving average is $42.00. The company has a market capitalization of $2.64 billion, a price-to-earnings ratio of 2.78 and a beta of 1.17.

Invesco FTSE RAFI US 1500 Small-Mid ETF Dividend Announcement

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