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Pza etf shares owned by Ballast Rock Private Wealth

Quarter-by-quarter ownership of Pza etf (PZA) shares owned by Ballast Rock Private Wealth from 13F filings

Historical chart of Ballast Rock Private Wealth investment in Pza etf

Tip: Access up to 7 years of quarterly data

All positions including Pza etf held by Ballast Rock Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pza etf by Ballast Rock Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $322k 14k 22.98

More positions owned by Ballast Rock Private Wealth

Apple (AAPL)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)
Ishares Tr Calif Mun Bd Etf (CMF)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Ballast Rock Private Wealth

Top funds holding Pza etf

Bank of America Corporation
UBS Group
Richard Bernstein Advisors
Ameriprise Financial
Envestnet Asset Management
CliftonLarsonAllen Wealth Advisors
Ubs Global Asset Management Americas
LPL Financial
Bank of New York Mellon
Morgan Stanley
Sofi Wealth
EP Wealth Advisors
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Cetera Investment Advisers

View all funds holding Pza etf