Chatterton & Associates Inc. Acquires Shares of 92,381 Invesco California AMT-Free Municipal Bond ETF $PWZ

Chatterton & Associates Inc. bought a new position in Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ) during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund bought 92,381 shares of the company’s stock, valued at approximately $2,232,000. Invesco California AMT-Free Municipal Bond ETF comprises about 1.9% of Chatterton & Associates Inc.’s investment portfolio, making the stock its 17th biggest holding. Chatterton & Associates Inc. owned about 0.20% of Invesco California AMT-Free Municipal Bond ETF at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in PWZ. Stratos Wealth Partners LTD. boosted its stake in Invesco California AMT-Free Municipal Bond ETF by 1.1% during the fourth quarter. Stratos Wealth Partners LTD. now owns 1,317,528 shares of the company’s stock valued at $31,831,000 after buying an additional 14,616 shares during the last quarter. Hennion & Walsh Asset Management Inc. grew its holdings in Invesco California AMT-Free Municipal Bond ETF by 28.6% during the 4th quarter. Hennion & Walsh Asset Management Inc. now owns 99,712 shares of the company’s stock valued at $2,409,000 after buying an additional 22,146 shares in the last quarter. FOCUS Wealth Advisors LLC increased its stake in Invesco California AMT-Free Municipal Bond ETF by 5.0% in the 4th quarter. FOCUS Wealth Advisors LLC now owns 44,460 shares of the company’s stock worth $1,074,000 after acquiring an additional 2,124 shares during the last quarter. Elmwood Wealth Management Inc. raised its holdings in shares of Invesco California AMT-Free Municipal Bond ETF by 3.5% during the 4th quarter. Elmwood Wealth Management Inc. now owns 128,675 shares of the company’s stock worth $3,109,000 after acquiring an additional 4,311 shares in the last quarter. Finally, Wedmont Private Capital purchased a new stake in shares of Invesco California AMT-Free Municipal Bond ETF during the 4th quarter worth approximately $502,000.

Invesco California AMT-Free Municipal Bond ETF Stock Performance

NYSEARCA PWZ opened at $24.05 on Friday. The stock has a 50 day moving average price of $24.21 and a 200-day moving average price of $24.20. Invesco California AMT-Free Municipal Bond ETF has a one year low of $22.23 and a one year high of $24.59.

Invesco California AMT-Free Municipal Bond ETF 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.