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Pza etf shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of Pza etf (PZA) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in Pza etf

Tip: Access up to 7 years of quarterly data

All positions including Pza etf held by Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pza etf by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $557k 24k 23.09
2025-06-30 $457k 20k 22.39
2025-03-31 $210k 9.1k 23.04
2024-12-31 $472k 20k 23.61
2024-09-30 $382k 16k 24.15
2024-06-30 $294k 12k 23.68
2024-03-31 $313k 13k 23.83
2023-12-31 $367k 15k 24.18

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Trust For Professional Man Activepassive Us (APUE)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Trust For Professional Man Activepassive Cr (APCB)
Trust For Professional Man Activepassive Eq (APIE)

View all positions for Envestnet Portfolio Solutions

Top funds holding Pza etf

Wellington Management Company
CliftonLarsonAllen Wealth Advisors
Richard Bernstein Advisors
Envestnet Asset Management
LPL Financial
Bank of New York Mellon
Morgan Stanley
UBS Group
Northwestern Mutual Wealth Management Company
EP Wealth Advisors
Wells Fargo & Company
Miracle Mile Advisors
Stifel Financial
Ameriprise Financial
Cetera Investment Advisers

View all funds holding Pza etf