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Pza etf shares owned by CliftonLarsonAllen Wealth Advisors

Quarter-by-quarter ownership of Pza etf (PZA) shares owned by CliftonLarsonAllen Wealth Advisors from 13F filings

Historical chart of CliftonLarsonAllen Wealth Advisors investment in Pza etf

Tip: Access up to 7 years of quarterly data

All positions including Pza etf held by CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pza etf by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $61M 2.5M 24.15
2024-06-30 $56M 2.4M 23.68
2024-03-31 $52M 2.2M 23.83

More positions owned by CliftonLarsonAllen Wealth Advisors

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)

View all positions for CliftonLarsonAllen Wealth Advisors

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