Three Bridge Wealth Advisors LLC Sells 3,068 Shares of Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ)

Three Bridge Wealth Advisors LLC lowered its position in shares of Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ) by 1.6% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 191,374 shares of the company’s stock after selling 3,068 shares during the quarter. Invesco FTSE RAFI US 1500 Small-Mid ETF accounts for about 2.8% of Three Bridge Wealth Advisors LLC’s investment portfolio, making the stock its 9th biggest holding. Three Bridge Wealth Advisors LLC’s holdings in Invesco FTSE RAFI US 1500 Small-Mid ETF were worth $7,963,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of PRFZ. Wealth Enhancement Advisory Services LLC grew its stake in Invesco FTSE RAFI US 1500 Small-Mid ETF by 5.9% in the third quarter. Wealth Enhancement Advisory Services LLC now owns 1,277,860 shares of the company’s stock valued at $53,095,000 after acquiring an additional 71,003 shares during the period. Raymond James & Associates grew its position in shares of Invesco FTSE RAFI US 1500 Small-Mid ETF by 0.7% in the 3rd 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 period. Arbor Investment Advisors LLC grew its position in shares of Invesco FTSE RAFI US 1500 Small-Mid ETF by 1.1% in the 3rd quarter. Arbor Investment Advisors LLC now owns 869,260 shares of the company’s stock valued at $36,118,000 after purchasing an additional 9,212 shares during the period. Stonebridge Financial Group LLC bought a new stake in Invesco FTSE RAFI US 1500 Small-Mid ETF during the 4th quarter worth approximately $26,113,000. Finally, Johnson & White Wealth Management LLC raised its holdings in Invesco FTSE RAFI US 1500 Small-Mid ETF by 6.8% during the 4th quarter. Johnson & White Wealth Management LLC now owns 219,672 shares of the company’s stock worth $9,156,000 after buying an additional 13,897 shares during the period.

Invesco FTSE RAFI US 1500 Small-Mid ETF Stock Performance

Shares of PRFZ opened at $42.36 on Thursday. The firm’s 50 day moving average price is $42.68 and its two-hundred day moving average price is $41.93. Invesco FTSE RAFI US 1500 Small-Mid ETF has a twelve month low of $36.12 and a twelve month high of $45.80. The firm has a market cap of $2.61 billion, a P/E ratio of 2.78 and a beta of 1.17.

Invesco FTSE RAFI US 1500 Small-Mid ETF Dividend Announcement

The business also recently disclosed a dividend, which was paid on Friday, December 27th. Investors 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 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.