SteelPeak Wealth LLC grew its position in Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ – Free Report) by 6.8% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 120,397 shares of the company’s stock after acquiring an additional 7,708 shares during the quarter. SteelPeak Wealth LLC’s holdings in Invesco California AMT-Free Municipal Bond ETF were worth $2,810,000 at the end of the most recent reporting period.
A number of other large investors have also recently made changes to their positions in PWZ. McNaughton Wealth Management LLC grew its holdings in Invesco California AMT-Free Municipal Bond ETF by 26.3% during the 2nd quarter. McNaughton Wealth Management LLC now owns 84,576 shares of the company’s stock valued at $1,974,000 after purchasing an additional 17,634 shares during the last quarter. Mattern Capital Management LLC lifted its stake in Invesco California AMT-Free Municipal Bond ETF by 4.3% in the second quarter. Mattern Capital Management LLC now owns 29,340 shares of the company’s stock worth $685,000 after purchasing an additional 1,199 shares during the last quarter. SimpliFi Inc. boosted its position in shares of Invesco California AMT-Free Municipal Bond ETF by 5.0% during the second quarter. SimpliFi Inc. now owns 62,431 shares of the company’s stock valued at $1,457,000 after buying an additional 2,982 shares during the period. Pure Financial Advisors LLC grew its stake in shares of Invesco California AMT-Free Municipal Bond ETF by 402.7% during the second quarter. Pure Financial Advisors LLC now owns 304,528 shares of the company’s stock valued at $7,108,000 after buying an additional 243,949 shares during the last quarter. Finally, Bartlett & CO. Wealth Management LLC grew its stake in shares of Invesco California AMT-Free Municipal Bond ETF by 162.0% during the second quarter. Bartlett & CO. Wealth Management LLC now owns 3,747 shares of the company’s stock valued at $87,000 after buying an additional 2,317 shares during the last quarter.
Invesco California AMT-Free Municipal Bond ETF Trading Up 0.2%
Shares of NYSEARCA PWZ opened at $24.01 on Tuesday. Invesco California AMT-Free Municipal Bond ETF has a fifty-two week low of $22.23 and a fifty-two week high of $25.49. The business’s 50 day moving average price is $23.44 and its 200-day moving average price is $23.35.
Invesco California AMT-Free Municipal Bond ETF Company 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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