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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

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Quarterly reported holdings in Pza etf by Bernardo Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $889k 37k 24.00
2024-06-30 $928k 39k 23.68
2024-03-31 $460k 19k 23.83

More positions owned by Bernardo Wealth Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Us Treas Bd Etf (GOVT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Apple (AAPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Bernardo Wealth Planning

Top funds holding Pza etf

Bank of America Corporation
CliftonLarsonAllen Wealth Advisors
Envestnet Asset Management
Morgan Stanley
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
EP Wealth Advisors
Wright Fund Managment
Monticello Wealth Management
Parcion Private Wealth
Northwestern Mutual Wealth Management Company
Miracle Mile Advisors
Goodman Advisory Group
Stifel Financial

View all funds holding Pza etf