Plancorp LLC Buys New Position in Invesco California AMT-Free Municipal Bond ETF $PWZ

Plancorp LLC bought a new stake in Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ) during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 193,964 shares of the company’s stock, valued at approximately $4,479,000. Plancorp LLC owned 0.37% of Invesco California AMT-Free Municipal Bond ETF at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Commonwealth Equity Services LLC purchased a new position in Invesco California AMT-Free Municipal Bond ETF in the 3rd quarter valued at $1,387,000. Gerber Kawasaki Wealth & Investment Management raised its position in Invesco California AMT-Free Municipal Bond ETF by 3.5% during the 3rd quarter. Gerber Kawasaki Wealth & Investment Management now owns 2,166,151 shares of the company’s stock worth $48,327,000 after buying an additional 73,129 shares during the last quarter. SimpliFi Inc. raised its position in Invesco California AMT-Free Municipal Bond ETF by 1.0% during the 3rd quarter. SimpliFi Inc. now owns 86,559 shares of the company’s stock worth $1,931,000 after buying an additional 834 shares during the last quarter. Lodestar Private Asset Management LLC raised its position in Invesco California AMT-Free Municipal Bond ETF by 8.7% during the 3rd quarter. Lodestar Private Asset Management LLC now owns 97,238 shares of the company’s stock worth $2,169,000 after buying an additional 7,784 shares during the last quarter. Finally, Root Financial Partners LLC acquired a new stake in shares of Invesco California AMT-Free Municipal Bond ETF in the 3rd quarter worth $114,000.

Invesco California AMT-Free Municipal Bond ETF Stock Up 0.3%

Shares of NYSEARCA:PWZ traded up $0.06 during midday trading on Friday, hitting $23.37. The stock had a trading volume of 1,069,612 shares, compared to its average volume of 468,591. The stock has a 50 day moving average price of $22.86 and a two-hundred day moving average price of $23.87. Invesco California AMT-Free Municipal Bond ETF has a 1 year low of $22.03 and a 1 year high of $24.59.

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.