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Pza etf shares owned by KerberRose Wealth Management

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

Historical chart of KerberRose Wealth Management investment in Pza etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pza etf by KerberRose Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $249k 11k 23.46

More positions owned by KerberRose Wealth Management

Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)
Spdr Portfolio S P 1500 Cmpst St Etf Portfoli S&p1500 (SPTM)
Ishares Tips Bond Etf Tips Bd Etf (TIP)
Schwab Us Large Cap Etf Us Lrg Cap Etf (SCHX)
Schwab Us Tips Etf Us Tips Etf (SCHP)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Apple (AAPL)
Vanguard Small Cap Etf Small Cp Etf (VB)
Ishares Brd Usd Inv Grd Corp Bd Etf Usd Inv Grde Etf (USIG)
Ishares Core 1-5 Year Usd Bond Etf Core 1 5 Yr Usd (ISTB)
Microsoft Corporation (MSFT)
Ishares 0-5 Year Tips Bond Etf 0-5 Yr Tips Etf (STIP)
Vanguard Short Term Cor Bd Etf Iv Shrt Trm Corp Bd (VCSH)
Invesco Total Return Bond Etf Total Return (GTO)

View all positions for KerberRose Wealth Management

Top funds holding Pza etf

Bank of America Corporation
UBS Group
CliftonLarsonAllen Wealth Advisors
Envestnet Asset Management
Wells Fargo & Company
Ameriprise Financial
LPL Financial
Bank of New York Mellon
EP Wealth Advisors
Wright Fund Managment
Parcion Private Wealth
Northwestern Mutual Wealth Management Company
Stifel Financial
CX Institutional
Miracle Mile Advisors

View all funds holding Pza etf