Verus Wealth Management LLC acquired a new stake in Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 56,522 shares of the company’s stock, valued at approximately $1,396,000. Invesco California AMT-Free Municipal Bond ETF comprises approximately 1.6% of Verus Wealth Management LLC’s portfolio, making the stock its 16th biggest position.
Several other hedge funds also recently bought and sold shares of the business. Larson Financial Group LLC lifted its holdings in shares of Invesco California AMT-Free Municipal Bond ETF by 60.6% in the 3rd quarter. Larson Financial Group LLC now owns 2,650 shares of the company’s stock worth $66,000 after buying an additional 1,000 shares during the period. Bristlecone Advisors LLC purchased a new stake in Invesco California AMT-Free Municipal Bond ETF in the third quarter valued at about $78,000. Spinnaker Investment Group LLC purchased a new stake in Invesco California AMT-Free Municipal Bond ETF in the fourth quarter valued at about $201,000. Atomi Financial Group Inc. purchased a new stake in Invesco California AMT-Free Municipal Bond ETF in the third quarter valued at about $202,000. Finally, Cliftonlarsonallen Wealth Advisors LLC acquired a new position in shares of Invesco California AMT-Free Municipal Bond ETF in the fourth quarter valued at about $255,000.
Invesco California AMT-Free Municipal Bond ETF Stock Up 0.4 %
Invesco California AMT-Free Municipal Bond ETF stock opened at $24.56 on Wednesday. Invesco California AMT-Free Municipal Bond ETF has a 52 week low of $24.10 and a 52 week 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 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.
Further Reading
- Five stocks we like better than Invesco California AMT-Free Municipal Bond ETF
- What Are Trending Stocks? Trending Stocks Explained
- Why Salesforce Stock Could Be at Fresh Highs by February
- Asset Allocation: The Key to a Successful Portfolio. Are You Paying Attention to Yours?
- Talos Energy: Time to Take a Plunge Ahead of New CEO Appointment?
- Insider Trading – What You Need to Know
- Oklo’s Fuel Partnership Strengthens Bullish Case for Stock
Want to see what other hedge funds are holding PWZ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ – Free Report).
Receive News & Ratings for Invesco California AMT-Free Municipal Bond ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Invesco California AMT-Free Municipal Bond ETF and related companies with MarketBeat.com's FREE daily email newsletter.