Sunrise Financial Services LLC Purchases 12,679 Shares of Invesco RAFI US 1500 Small-Mid ETF $PRFZ

Sunrise Financial Services LLC raised its position in shares of Invesco RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ) by 11.7% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 120,599 shares of the company’s stock after buying an additional 12,679 shares during the period. Invesco RAFI US 1500 Small-Mid ETF comprises about 3.5% of Sunrise Financial Services LLC’s investment portfolio, making the stock its 9th biggest holding. Sunrise Financial Services LLC’s holdings in Invesco RAFI US 1500 Small-Mid ETF were worth $6,311,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in PRFZ. Bank of America Corp DE grew its holdings in Invesco RAFI US 1500 Small-Mid ETF by 14.9% in the 1st quarter. Bank of America Corp DE now owns 2,858,934 shares of the company’s stock worth $131,139,000 after acquiring an additional 370,099 shares during the last quarter. Cetera Investment Advisers increased its position in shares of Invesco RAFI US 1500 Small-Mid ETF by 3.6% in the first quarter. Cetera Investment Advisers now owns 1,031,218 shares of the company’s stock valued at $47,302,000 after acquiring an additional 35,362 shares during the period. Arbor Investment Advisors LLC increased its position in shares of Invesco RAFI US 1500 Small-Mid ETF by 2.5% in the first quarter. Arbor Investment Advisors LLC now owns 803,591 shares of the company’s stock valued at $36,861,000 after acquiring an additional 19,510 shares during the period. Sanctuary Advisors LLC raised its stake in shares of Invesco RAFI US 1500 Small-Mid ETF by 6.9% during the first quarter. Sanctuary Advisors LLC now owns 278,140 shares of the company’s stock valued at $12,758,000 after acquiring an additional 17,959 shares during the last quarter. Finally, Dynamic Advisor Solutions LLC raised its stake in shares of Invesco RAFI US 1500 Small-Mid ETF by 9.4% during the second quarter. Dynamic Advisor Solutions LLC now owns 161,405 shares of the company’s stock valued at $9,002,000 after acquiring an additional 13,861 shares during the last quarter.

Invesco RAFI US 1500 Small-Mid ETF Trading Up 0.3%

Shares of NASDAQ:PRFZ opened at $52.95 on Thursday. The company has a 50-day moving average price of $53.87 and a 200-day moving average price of $52.83. The company has a market cap of $2.66 billion, a price-to-earnings ratio of 18.02 and a beta of 1.08. Invesco RAFI US 1500 Small-Mid ETF has a 12 month low of $42.73 and a 12 month high of $56.84.

Invesco RAFI US 1500 Small-Mid ETF Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, September 25th. Investors of record on Monday, September 21st were paid a $0.1290 dividend. The ex-dividend date of this dividend was Monday, September 21st. This is a boost from Invesco RAFI US 1500 Small-Mid ETF’s previous quarterly dividend of $0.0992. This represents a $0.52 annualized dividend and a dividend yield of 1.0%.

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.