Chatterton & Associates Inc. Acquires 40,031 Shares of Invesco California AMT-Free Municipal Bond ETF $PWZ

Chatterton & Associates Inc. boosted its holdings in shares of Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ) by 43.3% in the first quarter, according to its most recent filing with the SEC. The firm owned 132,412 shares of the company’s stock after acquiring an additional 40,031 shares during the period. Invesco California AMT-Free Municipal Bond ETF accounts for 2.3% of Chatterton & Associates Inc.’s portfolio, making the stock its 16th largest position. Chatterton & Associates Inc. owned 0.30% of Invesco California AMT-Free Municipal Bond ETF worth $3,208,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Mercer Global Advisors Inc. ADV lifted its stake in shares of Invesco California AMT-Free Municipal Bond ETF by 24.9% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 2,795,200 shares of the company’s stock valued at $67,532,000 after purchasing an additional 556,461 shares during the period. Gerber Kawasaki Wealth & Investment Management grew its stake in shares of Invesco California AMT-Free Municipal Bond ETF by 1.0% during the fourth quarter. Gerber Kawasaki Wealth & Investment Management now owns 1,749,867 shares of the company’s stock worth $42,277,000 after purchasing an additional 17,061 shares during the period. Stratos Wealth Partners LTD. grew its stake in shares of 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 worth $31,831,000 after purchasing an additional 14,616 shares during the period. Bank of America Corp DE grew its stake in shares of Invesco California AMT-Free Municipal Bond ETF by 41.0% during the third quarter. Bank of America Corp DE now owns 985,000 shares of the company’s stock worth $23,561,000 after purchasing an additional 286,187 shares during the period. Finally, EP Wealth Advisors LLC bought a new stake in Invesco California AMT-Free Municipal Bond ETF in the fourth quarter valued at about $17,820,000.

Invesco California AMT-Free Municipal Bond ETF Stock Performance

Shares of PWZ opened at $24.43 on Thursday. Invesco California AMT-Free Municipal Bond ETF has a 1 year low of $22.75 and a 1 year high of $24.59. The stock’s 50-day moving average price is $24.24 and its two-hundred day moving average price is $24.22.

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.