Pza etf shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Pza etf (PZA) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Pza etf
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Quarterly reported holdings in Pza etf by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 53k | 23.09 |
| 2025-06-30 | $9.3M | 417k | 22.39 |
| 2025-03-31 | $18M | 785k | 23.04 |
| 2024-12-31 | $17M | 712k | 23.61 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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