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Pza etf shares owned by KWMG

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

Historical chart of KWMG investment in Pza etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pza etf by KWMG

Quarter filed Position value Share count Share price at filing
2025-09-30 $288k 13k 23.09
2025-06-30 $550k 25k 22.39
2024-12-31 $234k 9.9k 23.61
2023-12-31 $251k 10k 24.18
2019-03-31 $459k 18k 25.65
2018-12-31 $453k 18k 24.98
2018-09-30 $719k 29k 24.79
2018-06-30 $746k 30k 25.11

More positions owned by KWMG

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Select Sector Spdr Tr Technology (XLK)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Tips Bd Etf (TIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for KWMG

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