Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ) Shares Sold by Williams & Novak LLC

Williams & Novak LLC trimmed its position in Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ) by 13.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 53,700 shares of the company’s stock after selling 8,300 shares during the quarter. Invesco California AMT-Free Municipal Bond ETF makes up 1.3% of Williams & Novak LLC’s investment portfolio, making the stock its 22nd largest position. Williams & Novak LLC owned approximately 0.16% of Invesco California AMT-Free Municipal Bond ETF worth $1,326,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of PWZ. Larson Financial Group LLC boosted 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 purchasing an additional 1,000 shares in the last quarter. Bristlecone Advisors LLC acquired a new position in shares of Invesco California AMT-Free Municipal Bond ETF in the 3rd quarter valued at $78,000. Spinnaker Investment Group LLC acquired a new position in shares of Invesco California AMT-Free Municipal Bond ETF in the 4th quarter valued at $201,000. Atomi Financial Group Inc. purchased a new position in shares of Invesco California AMT-Free Municipal Bond ETF in the 3rd quarter valued at $202,000. Finally, Cliftonlarsonallen Wealth Advisors LLC acquired a new stake in Invesco California AMT-Free Municipal Bond ETF during the 4th quarter worth $255,000.

Invesco California AMT-Free Municipal Bond ETF Stock Performance

NYSEARCA PWZ opened at $24.56 on Wednesday. The company has a fifty day moving average of $24.74 and a two-hundred day moving average of $24.87. Invesco California AMT-Free Municipal Bond ETF has a 1 year low of $24.10 and a 1 year high of $25.49.

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.