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Pza etf shares owned by Mount Yale Investment Advisors

Quarter-by-quarter ownership of Pza etf (PZA) shares owned by Mount Yale Investment Advisors from 13F filings

Historical chart of Mount Yale Investment Advisors investment in Pza etf

Tip: Access up to 7 years of quarterly data

All positions including Pza etf held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pza etf by Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 58k 23.09

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View all positions for Mount Yale Investment Advisors

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