Waverly Advisors LLC Sells 17,958 Shares of Invesco RAFI US 1500 Small-Mid ETF $PRFZ

Posted by Brenda Bartman on Jul 26th, 2026

Waverly Advisors LLC lowered its position in shares of Invesco RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ – Free Report) by 1.6% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,109,623 shares of the company’s stock after selling 17,958 shares during the period. Waverly Advisors LLC’s holdings in Invesco RAFI US 1500 Small-Mid ETF were worth $50,898,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of PRFZ. WCG Wealth Advisors LLC boosted its holdings in Invesco RAFI US 1500 Small-Mid ETF by 175.5% in the 4th quarter. WCG Wealth Advisors LLC now owns 627,859 shares of the company’s stock valued at $28,813,000 after purchasing an additional 399,995 shares during the period. Northwestern Mutual Wealth Management Co. increased its holdings in shares of Invesco RAFI US 1500 Small-Mid ETF by 486.0% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 191,807 shares of the company’s stock worth $8,802,000 after purchasing an additional 159,073 shares during the period. LPL Financial LLC increased its holdings in shares of Invesco RAFI US 1500 Small-Mid ETF by 9.4% in the fourth quarter. LPL Financial LLC now owns 1,332,004 shares of the company’s stock worth $61,126,000 after purchasing an additional 114,759 shares during the period. Invesco Ltd. raised its position in shares of Invesco RAFI US 1500 Small-Mid ETF by 29.1% in the third quarter. Invesco Ltd. now owns 456,331 shares of the company’s stock worth $20,727,000 after buying an additional 102,983 shares in the last quarter. Finally, Integrity Alliance LLC. purchased a new stake in shares of Invesco RAFI US 1500 Small-Mid ETF in the fourth quarter worth $4,204,000.

Invesco RAFI US 1500 Small-Mid ETF Stock Performance

NASDAQ:PRFZ opened at $53.46 on Friday. The firm has a market capitalization of $2.75 billion, a price-to-earnings ratio of 18.02 and a beta of 1.05. The stock has a fifty day moving average of $53.09 and a 200 day moving average of $49.97. Invesco RAFI US 1500 Small-Mid ETF has a 52-week low of $40.27 and a 52-week high of $56.24.

Invesco RAFI US 1500 Small-Mid ETF Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, June 26th. Stockholders of record on Monday, June 22nd were given a dividend of $0.0992 per share. This represents a $0.40 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date was Monday, June 22nd.

Invesco RAFI US 1500 Small-Mid ETF Profile

(Free Report)

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.