WCG Wealth Advisors LLC Purchases 399,995 Shares of Invesco RAFI US 1500 Small-Mid ETF $PRFZ

WCG Wealth Advisors LLC boosted its position in Invesco RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ) by 175.5% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 627,859 shares of the company’s stock after purchasing an additional 399,995 shares during the quarter. WCG Wealth Advisors LLC owned about 1.12% of Invesco RAFI US 1500 Small-Mid ETF worth $28,813,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the company. Revolve Wealth Partners LLC acquired a new position in Invesco RAFI US 1500 Small-Mid ETF in the 4th quarter valued at $518,000. CW Advisors LLC acquired a new position in Invesco RAFI US 1500 Small-Mid ETF in the 2nd quarter valued at $283,000. Cerity Partners LLC raised its holdings in Invesco RAFI US 1500 Small-Mid ETF by 0.9% in the 2nd quarter. Cerity Partners LLC now owns 131,896 shares of the company’s stock valued at $5,364,000 after acquiring an additional 1,197 shares in the last quarter. Peapack Gladstone Financial Corp raised its holdings in Invesco RAFI US 1500 Small-Mid ETF by 50.1% in the 2nd quarter. Peapack Gladstone Financial Corp now owns 8,745 shares of the company’s stock valued at $356,000 after acquiring an additional 2,920 shares in the last quarter. Finally, Diversify Advisory Services LLC raised its holdings in Invesco RAFI US 1500 Small-Mid ETF by 15.8% in the 2nd quarter. Diversify Advisory Services LLC now owns 41,166 shares of the company’s stock valued at $1,763,000 after acquiring an additional 5,613 shares in the last quarter.

Invesco RAFI US 1500 Small-Mid ETF Price Performance

Shares of NASDAQ PRFZ opened at $51.62 on Thursday. The stock has a market capitalization of $2.94 billion, a PE ratio of 18.02 and a beta of 1.07. The business has a fifty day moving average price of $49.46 and a two-hundred day moving average price of $47.99. Invesco RAFI US 1500 Small-Mid ETF has a fifty-two week low of $39.11 and a fifty-two week high of $52.33.

Invesco RAFI US 1500 Small-Mid ETF Cuts Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, March 27th. Shareholders of record on Monday, March 23rd were issued a $0.1017 dividend. The ex-dividend date of this dividend was Monday, March 23rd. This represents a $0.41 annualized dividend and a yield of 0.8%.

Invesco 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.