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Pza etf shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Pza etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pza etf by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.6M 118k 22.16
2023-06-30 $40M 1.7M 23.60
2023-03-31 $2.9M 121k 23.68
2022-12-31 $2.7M 116k 22.94
2022-09-30 $2.2M 98k 22.08
2022-06-30 $2.1M 88k 23.44
2019-06-30 $209k 8.0k 26.13
2019-03-31 $224k 8.7k 25.61

More positions owned by Integrated Wealth Concepts

Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Ishares Msci MF Closed and MF Open (QUAL)
Invesco Optimum MF Closed and MF Open (PDBC)
Spdr Portfolio MF Closed and MF Open (SPLG)
Microsoft Corp Common Stock (MSFT)
Bny Mellon MF Closed and MF Open (BKLC)
Ishares Msci MF Closed and MF Open (USMV)
Schwab Us MF Closed and MF Open (SCHX)
Blackrock Short MF Closed and MF Open (MEAR)
Sector Technology MF Closed and MF Open (XLK)
Dimensional Us MF Closed and MF Open (DFAC)
SPDR S&P MF Closed and MF Open (SPY)
Amazon Common Stock (AMZN)
Ishares Core MF Closed and MF Open (IEFA)

View all positions for Integrated Wealth Concepts

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