EP Wealth Advisors LLC Acquires 63,174 Shares of Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ)

EP Wealth Advisors LLC grew its holdings in shares of Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ) by 8.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 836,569 shares of the company’s stock after buying an additional 63,174 shares during the quarter. EP Wealth Advisors LLC’s holdings in Invesco California AMT-Free Municipal Bond ETF were worth $20,663,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of PWZ. Golden State Wealth Management LLC acquired a new stake in shares of Invesco California AMT-Free Municipal Bond ETF in the fourth quarter valued at about $47,000. Creative Financial Designs Inc. ADV acquired a new position in shares of Invesco California AMT-Free Municipal Bond ETF during the 4th quarter worth approximately $74,000. Bristlecone Advisors LLC increased its position in shares of Invesco California AMT-Free Municipal Bond ETF by 32.3% during the 4th quarter. Bristlecone Advisors LLC now owns 4,100 shares of the company’s stock worth $101,000 after purchasing an additional 1,000 shares during the last quarter. Spinnaker Investment Group LLC acquired a new stake in shares of Invesco California AMT-Free Municipal Bond ETF in the 4th quarter valued at approximately $201,000. Finally, Comerica Bank grew its stake in shares of Invesco California AMT-Free Municipal Bond ETF by 31.8% in the fourth quarter. Comerica Bank now owns 8,395 shares of the company’s stock valued at $207,000 after buying an additional 2,027 shares in the last quarter.

Invesco California AMT-Free Municipal Bond ETF Stock Up 0.3 %

NYSEARCA PWZ opened at $23.43 on Wednesday. The firm’s fifty day moving average price is $23.75 and its two-hundred day moving average price is $24.38. Invesco California AMT-Free Municipal Bond ETF has a 1 year low of $22.23 and a 1 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.