Shared Vision Wealth Group LLC Makes New $419,000 Investment in Invesco California AMT-Free Municipal Bond ETF $PWZ

Shared Vision Wealth Group LLC acquired a new stake in shares of Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ) in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 18,309 shares of the company’s stock, valued at approximately $419,000.

A number of other institutional investors also recently bought and sold shares of PWZ. Bartlett & CO. Wealth Management LLC lifted its position in 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 purchasing an additional 2,317 shares in the last quarter. Werba Rubin Papier Wealth Management purchased a new position in shares of Invesco California AMT-Free Municipal Bond ETF during the 1st quarter valued at about $204,000. Clifford Swan Investment Counsel LLC bought a new position in shares of Invesco California AMT-Free Municipal Bond ETF during the 1st quarter valued at approximately $246,000. Certus Wealth Management LLC purchased a new stake in Invesco California AMT-Free Municipal Bond ETF in the 2nd quarter worth approximately $404,000. Finally, Cetera Investment Advisers purchased a new stake in shares of Invesco California AMT-Free Municipal Bond ETF in the first quarter worth $466,000.

Invesco California AMT-Free Municipal Bond ETF Stock Performance

Shares of Invesco California AMT-Free Municipal Bond ETF stock opened at $24.27 on Monday. The stock’s 50-day simple moving average is $24.00 and its 200-day simple moving average is $23.48. Invesco California AMT-Free Municipal Bond ETF has a 52 week low of $22.23 and a 52 week 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.