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Pza etf shares owned by Liberty Square Wealth Partners

Quarter-by-quarter ownership of Pza etf (PZA) shares owned by Liberty Square Wealth Partners from 13F filings

Historical chart of Liberty Square Wealth Partners investment in Pza etf

Tip: Access up to 7 years of quarterly data

All positions including Pza etf held by Liberty Square Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pza etf by Liberty Square Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $241k 10k 23.09
2025-06-30 $234k 10k 22.39
2025-03-31 $241k 10k 23.04
2024-12-31 $246k 10k 23.61

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Spdr Series Trust Portfolio S&p500 (SPLG)
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Ishares Tr Msci Intl Qualty (IQLT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr High Yld Systm B (HYDB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Fundamental Us S (FNDA)
Trust For Professional Man Convergence Lng (CLSE)

View all positions for Liberty Square Wealth Partners

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