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Pza etf shares owned by Synergy Investment Management

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

Historical chart of Synergy Investment Management investment in Pza etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pza etf by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 46k 23.09

More positions owned by Synergy Investment Management

Vanguard Index Funds S&p 500 Etf Usd Equities (VOO)
Vanguard Index Fds Vanguard Growth Etf Formerly Vanguard Index Tr Vipers Equities (VUG)
Ishares Core MF Closed and MF Open (IVV)
Ishares U S MF Closed and MF Open (DYNF)
Spdr Portfolio MF Closed and MF Open (SPYG)
Invesco S&p MF Closed and MF Open (SPHQ)
Spdr Intermediate MF Closed and MF Open (SPTI)
Spdr Portfolio MF Closed and MF Open (SPYV)
Ishares Core MF Closed and MF Open (IEMG)
Ishares S&p MF Closed and MF Open (OEF)
Capital Group MF Closed and MF Open (CGDV)
First Trust MF Closed and MF Open (UCON)
Spdr Portfolio MF Closed and MF Open (SPTS)
Ishares A I MF Closed and MF Open (BAI)
Ishares Flexible MF Closed and MF Open (BINC)

View all positions for Synergy Investment Management

Top funds holding Pza etf

Wellington Management Company
CliftonLarsonAllen Wealth Advisors
Richard Bernstein Advisors
Envestnet Asset Management
LPL Financial
Bank of New York Mellon
UBS Group
Northwestern Mutual Wealth Management Company
Miracle Mile Advisors
Wells Fargo & Company
Stifel Financial
Ameriprise Financial
Cetera Investment Advisers
Gerber Kawasaki Wealth & Investment Management
Raymond James Financial

View all funds holding Pza etf