Elmwood Wealth Management Inc. Has $585,000 Stake in Invesco California AMT-Free Municipal Bond ETF $PWZ

Elmwood Wealth Management Inc. increased its position in shares of Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ) by 2.7% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 25,075 shares of the company’s stock after buying an additional 650 shares during the period. Elmwood Wealth Management Inc.’s holdings in Invesco California AMT-Free Municipal Bond ETF were worth $585,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also added to or reduced their stakes in the company. Mattern Capital Management LLC increased its holdings in Invesco California AMT-Free Municipal Bond ETF by 1.9% during the first quarter. Mattern Capital Management LLC now owns 28,141 shares of the company’s stock worth $671,000 after buying an additional 515 shares during the last quarter. SimpliFi Inc. increased its holdings in shares of Invesco California AMT-Free Municipal Bond ETF by 2.9% in the first quarter. SimpliFi Inc. now owns 59,449 shares of the company’s stock valued at $1,418,000 after purchasing an additional 1,700 shares during the last quarter. Golden State Wealth Management LLC increased its holdings in shares of Invesco California AMT-Free Municipal Bond ETF by 91.0% in the first quarter. Golden State Wealth Management LLC now owns 3,642 shares of the company’s stock valued at $87,000 after purchasing an additional 1,735 shares during the last quarter. Williams & Novak LLC increased its holdings in shares of Invesco California AMT-Free Municipal Bond ETF by 5.6% in the second quarter. Williams & Novak LLC now owns 39,800 shares of the company’s stock valued at $929,000 after purchasing an additional 2,100 shares during the last quarter. Finally, FOCUS Wealth Advisors LLC increased its holdings in shares of Invesco California AMT-Free Municipal Bond ETF by 5.7% in the second quarter. FOCUS Wealth Advisors LLC now owns 39,404 shares of the company’s stock valued at $920,000 after purchasing an additional 2,135 shares during the last quarter.

Invesco California AMT-Free Municipal Bond ETF Trading Up 0.7%

NYSEARCA:PWZ opened at $24.24 on Tuesday. Invesco California AMT-Free Municipal Bond ETF has a one year low of $22.23 and a one year high of $25.49. The firm’s fifty day moving average price is $23.55 and its two-hundred day moving average price is $23.35.

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.