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Pza etf shares owned by Collaborative Wealth Managment

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

Historical chart of Collaborative Wealth Managment investment in Pza etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pza etf by Collaborative Wealth Managment

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 53k 24.18
2023-09-30 $1.1M 48k 22.16
2023-06-30 $630k 27k 23.60
2023-03-31 $545k 23k 23.68
2022-12-31 $528k 23k 22.94
2022-09-30 $534k 24k 22.10
2022-06-30 $551k 24k 23.45
2021-12-31 $542k 20k 27.11
2021-03-31 $561k 23k 24.95

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Spdr Ser Tr Portfolio S&p400 (SPMD)
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Apple (AAPL)
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Spdr Ser Tr Portfoli S&p1500 (SPTM)
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Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
McDonald's Corporation (MCD)

View all positions for Collaborative Wealth Managment

Top funds holding Pza etf

Bank of America Corporation
UBS Group
Wells Fargo & Company
Wright Fund Managment
EP Wealth Advisors
Bank of New York Mellon
Goodman Advisory Group
CX Institutional
Monticello Wealth Management
Advisor Group Holdings
Stifel Financial
Stratos Wealth Partners
Parcion Private Wealth
Pnc Financial Services
Hanson McClain Advisors

View all funds holding Pza etf