Axxcess Wealth Management LLC Has $243,000 Stake in Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ)

Axxcess Wealth Management LLC decreased its position in Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZFree Report) by 17.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 9,700 shares of the company’s stock after selling 2,000 shares during the quarter. Axxcess Wealth Management LLC’s holdings in Invesco California AMT-Free Municipal Bond ETF were worth $243,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Stratos Wealth Partners LTD. grew its position 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 buying an additional 28,143 shares in the last quarter. Envestnet Asset Management Inc. grew its position 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 buying an additional 194,154 shares in the last quarter. Sanctuary Advisors LLC acquired a new stake in Invesco California AMT-Free Municipal Bond ETF during the second quarter worth approximately $591,000. SimpliFi Inc. grew its position 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 buying an additional 519 shares in the last quarter. Finally, Diversify Advisory Services LLC acquired a new stake in Invesco California AMT-Free Municipal Bond ETF during the second quarter worth approximately $688,000.

Invesco California AMT-Free Municipal Bond ETF Price Performance

Shares of NYSEARCA:PWZ opened at $24.92 on Friday. Invesco California AMT-Free Municipal Bond ETF has a 1 year low of $23.65 and a 1 year high of $25.32. The business’s 50 day simple moving average is $24.98 and its 200 day simple moving average is $24.85.

About Invesco California AMT-Free Municipal Bond ETF

(Free Report)

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.

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Institutional Ownership by Quarter for Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ)

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