FOCUS Wealth Advisors LLC trimmed its position in Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ – Free Report) by 5.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 33,337 shares of the company’s stock after selling 1,828 shares during the quarter. FOCUS Wealth Advisors LLC’s holdings in Invesco California AMT-Free Municipal Bond ETF were worth $823,000 at the end of the most recent quarter.
A number of other large investors also recently modified their holdings of PWZ. Larson Financial Group LLC raised its holdings in shares of Invesco California AMT-Free Municipal Bond ETF by 60.6% in the 3rd quarter. Larson Financial Group LLC now owns 2,650 shares of the company’s stock worth $66,000 after purchasing an additional 1,000 shares during the period. Bristlecone Advisors LLC purchased a new position in shares of Invesco California AMT-Free Municipal Bond ETF in the 3rd quarter worth about $78,000. Kayne Anderson Rudnick Investment Management LLC purchased a new position in shares of Invesco California AMT-Free Municipal Bond ETF in the 2nd quarter worth about $89,000. Atomi Financial Group Inc. purchased a new position in shares of Invesco California AMT-Free Municipal Bond ETF in the 3rd quarter worth about $202,000. Finally, Cliftonlarsonallen Wealth Advisors LLC purchased a new stake in shares of Invesco California AMT-Free Municipal Bond ETF during the 4th quarter valued at about $255,000.
Invesco California AMT-Free Municipal Bond ETF Price Performance
Invesco California AMT-Free Municipal Bond ETF stock opened at $24.48 on Monday. The stock’s 50 day moving average price is $24.79 and its 200 day moving average price is $24.89. Invesco California AMT-Free Municipal Bond ETF has a one year low of $24.10 and a one year high of $25.49.
Invesco California AMT-Free Municipal Bond ETF Profile
The Invesco California AMT-Free Municipal Bond ETF (PWZ) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks an index of insured investment-grade, tax-exempt debt issued by California or any US territory with at least 15 years remaining to maturity. PWZ was launched on Oct 11, 2007 and is managed by Invesco.
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