GenTrust LLC Makes New Investment in Invesco RAFI US 1500 Small-Mid ETF $PRFZ

GenTrust LLC purchased a new position in Invesco RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 5,005 shares of the company’s stock, valued at approximately $204,000.

A number of other institutional investors have also bought and sold shares of the business. Charles Schwab Investment Management Inc. grew its position in shares of Invesco RAFI US 1500 Small-Mid ETF by 6.5% during the first quarter. Charles Schwab Investment Management Inc. now owns 20,959,358 shares of the company’s stock valued at $793,521,000 after purchasing an additional 1,274,728 shares in the last quarter. Avantax Advisory Services Inc. grew its position in shares of Invesco RAFI US 1500 Small-Mid ETF by 23.3% during the first quarter. Avantax Advisory Services Inc. now owns 505,921 shares of the company’s stock valued at $19,154,000 after purchasing an additional 95,537 shares in the last quarter. Verum Partners LLC grew its position in shares of Invesco RAFI US 1500 Small-Mid ETF by 96.2% during the second quarter. Verum Partners LLC now owns 146,392 shares of the company’s stock valued at $5,954,000 after purchasing an additional 71,795 shares in the last quarter. Three Bridge Wealth Advisors LLC grew its position in shares of Invesco RAFI US 1500 Small-Mid ETF by 28.1% during the second quarter. Three Bridge Wealth Advisors LLC now owns 246,465 shares of the company’s stock valued at $10,024,000 after purchasing an additional 53,998 shares in the last quarter. Finally, Invesco Ltd. grew its position in shares of Invesco RAFI US 1500 Small-Mid ETF by 11.9% during the first quarter. Invesco Ltd. now owns 499,514 shares of the company’s stock valued at $18,912,000 after purchasing an additional 53,031 shares in the last quarter.

Invesco RAFI US 1500 Small-Mid ETF Stock Up 1.2%

Shares of Invesco RAFI US 1500 Small-Mid ETF stock opened at $45.99 on Friday. The firm has a market cap of $2.60 billion, a price-to-earnings ratio of 18.02 and a beta of 1.17. The business has a 50-day moving average price of $45.03 and a 200-day moving average price of $41.40. Invesco RAFI US 1500 Small-Mid ETF has a twelve month low of $32.53 and a twelve month high of $46.47.

Invesco RAFI US 1500 Small-Mid ETF Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, September 26th. Investors of record on Monday, September 22nd were issued a $0.115 dividend. This represents a $0.46 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend was Monday, September 22nd. This is a positive change from Invesco RAFI US 1500 Small-Mid ETF’s previous quarterly dividend of $0.11.

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.