Carolinas Wealth Consulting LLC Sells 647 Shares of Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ)

Carolinas Wealth Consulting LLC trimmed its position in shares of Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ) by 34.3% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,239 shares of the company’s stock after selling 647 shares during the quarter. Carolinas Wealth Consulting LLC’s holdings in Invesco FTSE RAFI US 1500 Small-Mid ETF were worth $47,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently modified their holdings of PRFZ. Cetera Investment Advisers bought a new position in Invesco FTSE RAFI US 1500 Small-Mid ETF in the first quarter valued at about $16,003,000. First Foundation Advisors lifted its stake in shares of Invesco FTSE RAFI US 1500 Small-Mid ETF by 53.1% in the 1st quarter. First Foundation Advisors now owns 844,240 shares of the company’s stock worth $33,162,000 after purchasing an additional 292,829 shares during the period. Wealth Enhancement Advisory Services LLC boosted its holdings in shares of Invesco FTSE RAFI US 1500 Small-Mid ETF by 11.2% in the first quarter. Wealth Enhancement Advisory Services LLC now owns 1,172,108 shares of the company’s stock worth $46,040,000 after buying an additional 118,251 shares during the last quarter. Waverly Advisors LLC grew its position in Invesco FTSE RAFI US 1500 Small-Mid ETF by 2.8% during the fourth quarter. Waverly Advisors LLC now owns 1,631,552 shares of the company’s stock valued at $61,167,000 after buying an additional 44,148 shares during the period. Finally, Bank of New York Mellon Corp increased its holdings in Invesco FTSE RAFI US 1500 Small-Mid ETF by 9.5% during the second quarter. Bank of New York Mellon Corp now owns 484,008 shares of the company’s stock valued at $18,460,000 after buying an additional 42,100 shares during the last quarter.

Invesco FTSE RAFI US 1500 Small-Mid ETF Price Performance

Shares of Invesco FTSE RAFI US 1500 Small-Mid ETF stock opened at $42.06 on Friday. Invesco FTSE RAFI US 1500 Small-Mid ETF has a 1-year low of $30.29 and a 1-year high of $42.64. The company’s fifty day simple moving average is $40.23 and its 200-day simple moving average is $38.87. The stock has a market capitalization of $2.57 billion, a PE ratio of 2.78 and a beta of 1.17.

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.