Verus Wealth Management LLC acquired a new stake in shares of Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 56,522 shares of the company’s stock, valued at approximately $1,396,000. Invesco California AMT-Free Municipal Bond ETF comprises about 1.6% of Verus Wealth Management LLC’s holdings, making the stock its 16th largest holding. Verus Wealth Management LLC owned approximately 0.16% of Invesco California AMT-Free Municipal Bond ETF at the end of the most recent reporting period.
Other institutional investors also recently modified their holdings of the company. Larson Financial Group LLC lifted its holdings in Invesco California AMT-Free Municipal Bond ETF by 60.6% in the third quarter. Larson Financial Group LLC now owns 2,650 shares of the company’s stock valued at $66,000 after acquiring an additional 1,000 shares during the period. Bristlecone Advisors LLC bought a new position in Invesco California AMT-Free Municipal Bond ETF in the third quarter valued at about $78,000. Spinnaker Investment Group LLC bought a new position in Invesco California AMT-Free Municipal Bond ETF in the fourth quarter valued at about $201,000. Atomi Financial Group Inc. bought a new position in shares of Invesco California AMT-Free Municipal Bond ETF in the third quarter worth about $202,000. Finally, Cliftonlarsonallen Wealth Advisors LLC purchased a new position 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 Stock Up 0.4 %
PWZ stock opened at $24.56 on Wednesday. Invesco California AMT-Free Municipal Bond ETF has a twelve month low of $24.10 and a twelve month high of $25.49. The business’s 50-day moving average price is $24.74 and its 200-day moving average price is $24.87.
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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