Global Retirement Partners LLC Grows Holdings in Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ)

Global Retirement Partners LLC boosted its position in shares of Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ) by 2.4% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 21,119 shares of the company’s stock after acquiring an additional 500 shares during the period. Global Retirement Partners LLC owned 0.06% of Invesco California AMT-Free Municipal Bond ETF worth $530,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in the company. Mattern Capital Management LLC raised its position in shares of Invesco California AMT-Free Municipal Bond ETF by 2.0% during the 1st quarter. Mattern Capital Management LLC now owns 23,202 shares of the company’s stock valued at $577,000 after purchasing an additional 462 shares during the period. Omega Financial Group LLC raised its holdings in Invesco California AMT-Free Municipal Bond ETF by 4.8% during the second quarter. Omega Financial Group LLC now owns 25,562 shares of the company’s stock valued at $631,000 after acquiring an additional 1,180 shares during the period. SimpliFi Inc. raised its holdings in Invesco California AMT-Free Municipal Bond ETF by 2.1% during the second quarter. SimpliFi Inc. now owns 60,187 shares of the company’s stock valued at $1,485,000 after acquiring an additional 1,241 shares during the period. Larson Financial Group LLC purchased a new position in shares of Invesco California AMT-Free Municipal Bond ETF in the second quarter valued at about $41,000. Finally, Affinity Capital Advisors LLC boosted its stake in shares of Invesco California AMT-Free Municipal Bond ETF by 1.3% in the first quarter. Affinity Capital Advisors LLC now owns 172,398 shares of the company’s stock worth $4,288,000 after acquiring an additional 2,172 shares during the period.

Invesco California AMT-Free Municipal Bond ETF Price Performance

Shares of PWZ opened at $25.09 on Monday. The business’s 50 day moving average is $25.02 and its 200 day moving average is $24.82. Invesco California AMT-Free Municipal Bond ETF has a 12-month low of $22.57 and a 12-month high of $25.32.

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.