SimpliFi Inc. Has $1.46 Million Stock Holdings in Invesco California AMT-Free Municipal Bond ETF $PWZ

SimpliFi Inc. increased its position in shares of Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ) by 5.0% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 62,431 shares of the company’s stock after acquiring an additional 2,982 shares during the period. Invesco California AMT-Free Municipal Bond ETF comprises 0.6% of SimpliFi Inc.’s holdings, making the stock its 16th largest holding. SimpliFi Inc.’s holdings in Invesco California AMT-Free Municipal Bond ETF were worth $1,457,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in PWZ. Golden State Wealth Management LLC boosted its position in shares of Invesco California AMT-Free Municipal Bond ETF by 91.0% during the 1st quarter. Golden State Wealth Management LLC now owns 3,642 shares of the company’s stock worth $87,000 after acquiring an additional 1,735 shares in the last quarter. Bartlett & CO. Wealth Management LLC boosted its position in shares of Invesco California AMT-Free Municipal Bond ETF by 162.0% during the 2nd quarter. Bartlett & CO. Wealth Management LLC now owns 3,747 shares of the company’s stock worth $87,000 after acquiring an additional 2,317 shares in the last quarter. Werba Rubin Papier Wealth Management acquired a new stake in shares of Invesco California AMT-Free Municipal Bond ETF during the 1st quarter worth approximately $204,000. Clifford Swan Investment Counsel LLC acquired a new stake in shares of Invesco California AMT-Free Municipal Bond ETF during the 1st quarter worth approximately $246,000. Finally, Cetera Investment Advisers acquired a new stake in shares of Invesco California AMT-Free Municipal Bond ETF during the 1st quarter worth approximately $466,000.

Invesco California AMT-Free Municipal Bond ETF Trading Up 0.2%

NYSEARCA PWZ opened at $23.97 on Thursday. The firm’s 50 day simple moving average is $23.37 and its 200 day simple moving average is $23.36. Invesco California AMT-Free Municipal Bond ETF has a 1 year low of $22.23 and a 1 year high of $25.49.

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.