Navigate Wealth Management LLC Invests $475,000 in Invesco RAFI US 1500 Small-Mid ETF $PRFZ

Navigate Wealth Management LLC bought a new stake in shares of Invesco RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ) during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 9,451 shares of the company’s stock, valued at approximately $475,000.

Several other institutional investors and hedge funds also recently made changes to their positions in PRFZ. Clearstead Trust LLC acquired a new position in Invesco RAFI US 1500 Small-Mid ETF in the fourth quarter valued at approximately $45,000. Howe & Rusling Inc. grew its position in shares of Invesco RAFI US 1500 Small-Mid ETF by 42.1% during the 4th quarter. Howe & Rusling Inc. now owns 1,030 shares of the company’s stock worth $47,000 after buying an additional 305 shares during the period. Palisade Asset Management LLC acquired a new stake in shares of Invesco RAFI US 1500 Small-Mid ETF during the 3rd quarter worth approximately $69,000. Sunbelt Securities Inc. increased its stake in shares of Invesco RAFI US 1500 Small-Mid ETF by 20.8% in the 3rd quarter. Sunbelt Securities Inc. now owns 1,727 shares of the company’s stock valued at $78,000 after acquiring an additional 297 shares in the last quarter. Finally, Triumph Capital Management bought a new stake in shares of Invesco RAFI US 1500 Small-Mid ETF in the 3rd quarter valued at $80,000.

Invesco RAFI US 1500 Small-Mid ETF Price Performance

Invesco RAFI US 1500 Small-Mid ETF stock opened at $54.58 on Monday. Invesco RAFI US 1500 Small-Mid ETF has a 12-month low of $40.27 and a 12-month high of $56.24. The firm’s fifty day moving average is $52.42 and its 200 day moving average is $49.46. The company has a market capitalization of $2.80 billion, a PE ratio of 18.02 and a beta of 1.05.

Invesco RAFI US 1500 Small-Mid ETF Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, June 26th. Shareholders of record on Monday, June 22nd were paid a $0.0992 dividend. This represents a $0.40 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend was Monday, June 22nd.

Invesco 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.