Golden Bell Financial Planning LLC Takes Position in Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ)

Golden Bell Financial Planning LLC purchased a new stake in shares of Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 17,468 shares of the company’s stock, valued at approximately $727,000. Invesco FTSE RAFI US 1500 Small-Mid ETF comprises approximately 0.7% of Golden Bell Financial Planning LLC’s holdings, making the stock its 21st largest holding.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in PRFZ. Farther Finance Advisors LLC acquired a new position in Invesco FTSE RAFI US 1500 Small-Mid ETF in the third quarter worth approximately $27,000. Private Trust Co. NA grew its holdings in shares of Invesco FTSE RAFI US 1500 Small-Mid ETF by 73.0% during the 3rd quarter. Private Trust Co. NA now owns 995 shares of the company’s stock valued at $41,000 after acquiring an additional 420 shares in the last quarter. Oak Harbor Wealth Partners LLC purchased a new position in shares of Invesco FTSE RAFI US 1500 Small-Mid ETF during the 3rd quarter valued at $57,000. Decker Retirement Planning Inc. purchased a new position in shares of Invesco FTSE RAFI US 1500 Small-Mid ETF during the 4th quarter valued at $61,000. Finally, Blue Trust Inc. purchased a new position in shares of Invesco FTSE RAFI US 1500 Small-Mid ETF during the 3rd quarter valued at $68,000.

Invesco FTSE RAFI US 1500 Small-Mid ETF Stock Down 2.7 %

Invesco FTSE RAFI US 1500 Small-Mid ETF stock opened at $41.19 on Friday. The company’s fifty day simple moving average is $42.41 and its 200-day simple moving average is $42.05. Invesco FTSE RAFI US 1500 Small-Mid ETF has a 12 month low of $36.12 and a 12 month high of $45.80. The stock has a market cap of $2.51 billion, a P/E ratio of 17.60 and a beta of 1.19.

Invesco FTSE RAFI US 1500 Small-Mid ETF Dividend Announcement

The firm also recently disclosed a dividend, which was paid on Friday, December 27th. Investors of record on Monday, December 23rd were paid a $0.2305 dividend. The ex-dividend date was Monday, December 23rd.

Invesco FTSE 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.