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Pza etf shares owned by Sax Wealth Advisors

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

Historical chart of Sax Wealth Advisors investment in Pza etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pza etf by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $600k 26k 22.98

More positions owned by Sax Wealth Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Putnam Etf Trust Focused Lar Cap (PVAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)

View all positions for Sax Wealth Advisors

Top funds holding Pza etf

Bank of America Corporation
UBS Group
Richard Bernstein Advisors
Ameriprise Financial
Envestnet Asset Management
CliftonLarsonAllen Wealth Advisors
Ubs Global Asset Management Americas
LPL Financial
Bank of New York Mellon
Morgan Stanley
Sofi Wealth
EP Wealth Advisors
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Cetera Investment Advisers

View all funds holding Pza etf