Hennion & Walsh Asset Management Inc. Boosts Stake in Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ)

Hennion & Walsh Asset Management Inc. raised its holdings in shares of Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ) by 32.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 28,099 shares of the company’s stock after buying an additional 6,891 shares during the quarter. Hennion & Walsh Asset Management Inc. owned about 0.08% of Invesco California AMT-Free Municipal Bond ETF worth $694,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also recently added to or reduced their stakes in the company. GAMMA Investing LLC lifted its stake in Invesco California AMT-Free Municipal Bond ETF by 153.9% during the fourth quarter. GAMMA Investing LLC now owns 27,193 shares of the company’s stock worth $672,000 after purchasing an additional 16,484 shares during the last quarter. Stratos Wealth Partners LTD. lifted its stake in Invesco California AMT-Free Municipal Bond ETF by 2.0% during the third quarter. Stratos Wealth Partners LTD. now owns 1,411,558 shares of the company’s stock worth $35,402,000 after purchasing an additional 28,143 shares during the last quarter. SimpliFi Inc. lifted its stake in Invesco California AMT-Free Municipal Bond ETF by 0.9% during the third quarter. SimpliFi Inc. now owns 60,706 shares of the company’s stock worth $1,523,000 after purchasing an additional 519 shares during the last quarter. Envestnet Asset Management Inc. lifted its stake in Invesco California AMT-Free Municipal Bond ETF by 30.3% during the second quarter. Envestnet Asset Management Inc. now owns 834,585 shares of the company’s stock worth $20,589,000 after purchasing an additional 194,154 shares during the last quarter. Finally, Sanctuary Advisors LLC bought a new stake in Invesco California AMT-Free Municipal Bond ETF during the second quarter worth about $591,000.

Invesco California AMT-Free Municipal Bond ETF Price Performance

NYSEARCA PWZ opened at $24.48 on Tuesday. Invesco California AMT-Free Municipal Bond ETF has a 1-year low of $24.10 and a 1-year high of $25.49. The stock has a 50-day moving average of $24.79 and a 200-day moving average of $24.89.

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.