36,319 Shares in Invesco California AMT-Free Municipal Bond ETF $PWZ Bought by Integrated Wealth Concepts LLC

Integrated Wealth Concepts LLC purchased a new position in Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ) during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 36,319 shares of the company’s stock, valued at approximately $866,000.

A number of other hedge funds also recently modified their holdings of the stock. EP Wealth Advisors LLC increased its position in shares of Invesco California AMT-Free Municipal Bond ETF by 3.7% in the first quarter. EP Wealth Advisors LLC now owns 867,396 shares of the company’s stock worth $20,687,000 after purchasing an additional 30,827 shares during the period. GKV Capital Management Co. Inc. bought a new position in shares of Invesco California AMT-Free Municipal Bond ETF in the first quarter worth $817,000. Gerber Kawasaki Wealth & Investment Management increased its position in shares of Invesco California AMT-Free Municipal Bond ETF by 6.7% in the first quarter. Gerber Kawasaki Wealth & Investment Management now owns 1,312,859 shares of the company’s stock worth $31,312,000 after purchasing an additional 82,555 shares during the period. Compound Planning Inc. increased its position in shares of Invesco California AMT-Free Municipal Bond ETF by 72.0% in the first quarter. Compound Planning Inc. now owns 43,751 shares of the company’s stock worth $1,043,000 after purchasing an additional 18,311 shares during the period. Finally, Flow Traders U.S. LLC bought a new position in shares of Invesco California AMT-Free Municipal Bond ETF in the first quarter worth $1,755,000.

Invesco California AMT-Free Municipal Bond ETF Stock Performance

Shares of NYSEARCA PWZ opened at $23.93 on Friday. Invesco California AMT-Free Municipal Bond ETF has a 52 week low of $22.23 and a 52 week high of $25.49. The stock’s fifty day moving average is $23.12 and its 200 day moving average is $23.42.

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.