Robertson Stephens Wealth Management LLC Purchases 28,508 Shares of Invesco California AMT-Free Municipal Bond ETF $PWZ

Robertson Stephens Wealth Management LLC raised its position in Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ) by 119.5% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 52,356 shares of the company’s stock after purchasing an additional 28,508 shares during the period. Robertson Stephens Wealth Management LLC’s holdings in Invesco California AMT-Free Municipal Bond ETF were worth $1,265,000 as of its most recent filing with the SEC.

Several other large investors have also recently bought and sold shares of PWZ. Wealthfront Advisers LLC increased its stake in Invesco California AMT-Free Municipal Bond ETF by 265.5% in the third quarter. Wealthfront Advisers LLC now owns 18,905,818 shares of the company’s stock valued at $452,227,000 after purchasing an additional 13,733,922 shares in the last quarter. Mercer Global Advisors Inc. ADV increased its stake in Invesco California AMT-Free Municipal Bond ETF by 34.3% in the third quarter. Mercer Global Advisors Inc. ADV now owns 2,238,739 shares of the company’s stock valued at $53,551,000 after purchasing an additional 571,684 shares in the last quarter. Gerber Kawasaki Wealth & Investment Management increased its stake in Invesco California AMT-Free Municipal Bond ETF by 42.0% in the third quarter. Gerber Kawasaki Wealth & Investment Management now owns 1,732,806 shares of the company’s stock valued at $41,449,000 after purchasing an additional 512,910 shares in the last quarter. Bank of America Corp DE increased its stake in Invesco California AMT-Free Municipal Bond ETF by 41.0% in the third quarter. Bank of America Corp DE now owns 985,000 shares of the company’s stock valued at $23,561,000 after purchasing an additional 286,187 shares in the last quarter. Finally, Jane Street Group LLC increased its stake in Invesco California AMT-Free Municipal Bond ETF by 82.3% in the second quarter. Jane Street Group LLC now owns 489,526 shares of the company’s stock valued at $11,426,000 after purchasing an additional 220,948 shares in the last quarter.

Invesco California AMT-Free Municipal Bond ETF Price Performance

Shares of NYSEARCA:PWZ opened at $24.22 on Monday. Invesco California AMT-Free Municipal Bond ETF has a 52 week low of $22.75 and a 52 week high of $24.59. The company has a 50 day moving average price of $24.19 and a two-hundred day moving average price of $24.23.

About Invesco California AMT-Free Municipal Bond ETF

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.