Hennion & Walsh Asset Management Inc. Makes New Investment in Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ)

Hennion & Walsh Asset Management Inc. purchased a new position in Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 11,466 shares of the company’s stock, valued at approximately $285,000.

Several other institutional investors have also added to or reduced their stakes in PWZ. Wealthcare Advisory Partners LLC lifted its holdings in shares of Invesco California AMT-Free Municipal Bond ETF by 5.5% during the fourth quarter. Wealthcare Advisory Partners LLC now owns 15,225 shares of the company’s stock worth $380,000 after purchasing an additional 799 shares during the period. Tidemark LLC acquired a new stake in shares of Invesco California AMT-Free Municipal Bond ETF during the fourth quarter worth about $29,000. Laurel Wealth Planning LLC lifted its holdings in shares of Invesco California AMT-Free Municipal Bond ETF by 14.3% during the fourth quarter. Laurel Wealth Planning LLC now owns 10,224 shares of the company’s stock worth $255,000 after purchasing an additional 1,276 shares during the period. Raymond James Financial Services Advisors Inc. lifted its holdings in shares of Invesco California AMT-Free Municipal Bond ETF by 12.9% during the fourth quarter. Raymond James Financial Services Advisors Inc. now owns 16,872 shares of the company’s stock worth $421,000 after purchasing an additional 1,927 shares during the period. Finally, Affinity Capital Advisors LLC lifted its holdings in shares of Invesco California AMT-Free Municipal Bond ETF by 1.3% during the first quarter. Affinity Capital Advisors LLC now owns 172,398 shares of the company’s stock worth $4,288,000 after purchasing an additional 2,172 shares during the period.

Invesco California AMT-Free Municipal Bond ETF Stock Up 0.6 %

Invesco California AMT-Free Municipal Bond ETF stock opened at $24.83 on Friday. Invesco California AMT-Free Municipal Bond ETF has a 52 week low of $22.57 and a 52 week high of $25.32. The stock has a 50-day moving average price of $24.67 and a 200 day moving average price of $24.83.

About Invesco California AMT-Free Municipal Bond ETF

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.