OneDigital Investment Advisors LLC Has $586,000 Stock Holdings in Invesco California AMT-Free Municipal Bond ETF $PWZ

OneDigital Investment Advisors LLC trimmed its position in Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ) by 46.2% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 24,519 shares of the company’s stock after selling 21,061 shares during the quarter. OneDigital Investment Advisors LLC owned approximately 0.05% of Invesco California AMT-Free Municipal Bond ETF worth $586,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Ameritas Advisory Services LLC acquired a new stake in shares of Invesco California AMT-Free Municipal Bond ETF in the third quarter valued at approximately $174,000. Private Client Services LLC bought a new stake in Invesco California AMT-Free Municipal Bond ETF in the 3rd quarter valued at $213,000. Corient Private Wealth LLC bought a new stake in Invesco California AMT-Free Municipal Bond ETF in the 2nd quarter valued at $227,000. Concurrent Investment Advisors LLC acquired a new stake in Invesco California AMT-Free Municipal Bond ETF during the 3rd quarter valued at $249,000. Finally, WCG Wealth Advisors LLC bought a new position in Invesco California AMT-Free Municipal Bond ETF during the second quarter worth $262,000.

Invesco California AMT-Free Municipal Bond ETF Price Performance

Shares of PWZ opened at $24.59 on Friday. The company’s 50-day moving average is $24.28 and its 200-day moving average is $24.06. Invesco California AMT-Free Municipal Bond ETF has a fifty-two week low of $22.23 and a fifty-two week high of $24.94.

Invesco California AMT-Free Municipal Bond ETF Cuts Dividend

The company also recently disclosed a monthly dividend, which was paid on Friday, February 27th. Stockholders of record on Monday, February 23rd were issued a dividend of $0.0755 per share. This represents a c) dividend on an annualized basis and a dividend yield of 3.7%. The ex-dividend date was Monday, February 23rd.

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.