Summit Wealth & Retirement Planning Inc. Sells 3,233 Shares of Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ)

Summit Wealth & Retirement Planning Inc. cut its position in Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ) by 3.5% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 89,048 shares of the company’s stock after selling 3,233 shares during the period. Invesco California AMT-Free Municipal Bond ETF makes up about 1.4% of Summit Wealth & Retirement Planning Inc.’s investment portfolio, making the stock its 14th largest position. Summit Wealth & Retirement Planning Inc.’s holdings in Invesco California AMT-Free Municipal Bond ETF were worth $2,393,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Gerber Kawasaki Wealth & Investment Management lifted its holdings in Invesco California AMT-Free Municipal Bond ETF by 4.0% during the 1st quarter. Gerber Kawasaki Wealth & Investment Management now owns 75,663 shares of the company’s stock valued at $1,991,000 after purchasing an additional 2,900 shares during the last quarter. Coe Capital Management LLC lifted its holdings in Invesco California AMT-Free Municipal Bond ETF by 207.8% during the 1st quarter. Coe Capital Management LLC now owns 24,010 shares of the company’s stock valued at $632,000 after purchasing an additional 16,210 shares during the last quarter. FMR LLC lifted its holdings in Invesco California AMT-Free Municipal Bond ETF by 1,750,900.0% during the 1st quarter. FMR LLC now owns 17,510 shares of the company’s stock valued at $462,000 after purchasing an additional 17,509 shares during the last quarter. Destination Wealth Management lifted its holdings in Invesco California AMT-Free Municipal Bond ETF by 116.5% during the 2nd quarter. Destination Wealth Management now owns 14,417 shares of the company’s stock valued at $387,000 after purchasing an additional 7,757 shares during the last quarter. Finally, NewFocus Financial Group LLC acquired a new stake in Invesco California AMT-Free Municipal Bond ETF during the 2nd quarter valued at $203,000.

Invesco California AMT-Free Municipal Bond ETF stock traded down $0.01 during mid-day trading on Thursday, hitting $27.54. 201 shares of the company’s stock traded hands, compared to its average volume of 36,808. The firm has a 50 day simple moving average of $27.18 and a two-hundred day simple moving average of $26.57. Invesco California AMT-Free Municipal Bond ETF has a fifty-two week low of $25.05 and a fifty-two week high of $27.70.

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Want to see what other hedge funds are holding PWZ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ).

Institutional Ownership by Quarter for Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ)

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