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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
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)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Tips Bd Etf (TIP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for KWMG

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