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Pza etf shares owned by Holistic Planning

Quarter-by-quarter ownership of Pza etf (PZA) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Pza etf

Tip: Access up to 7 years of quarterly data

All positions including Pza etf held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pza etf by Holistic Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.0M 83k 23.52

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View all positions for Holistic Planning

Top funds holding Pza etf

Bank of America Corporation
UBS Group
Richard Bernstein Advisors
Ameriprise Financial
Envestnet Asset Management
Jupiter Topco
CliftonLarsonAllen Wealth Advisors
LPL Financial
Bank of New York Mellon
Jpmorgan Chase & Co
EP Wealth Advisors
Ubs Global Asset Management Americas
Sofi Wealth
Morgan Stanley
Wells Fargo & Company

View all funds holding Pza etf