Pza etf shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of Pza etf (PZA) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in Pza etf
Tip: Access up to 7 years of quarterly data
All positions including Pza etf held by Bernardo Wealth Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Pza etf by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $756k | 33k | 23.09 |
| 2025-06-30 | $725k | 32k | 22.40 |
| 2025-03-31 | $814k | 35k | 23.03 |
| 2024-12-31 | $843k | 36k | 23.34 |
| 2024-09-30 | $889k | 37k | 24.00 |
| 2024-06-30 | $928k | 39k | 23.68 |
| 2024-03-31 | $460k | 19k | 23.83 |