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Pza etf shares owned by Unify Financial Advisors

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

Historical chart of Unify Financial Advisors investment in Pza etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pza etf by Unify Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $335k 14k 23.19

More positions owned by Unify Financial Advisors

Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr S&p 100 Etf (OEF)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Unify Financial Advisors

Top funds holding Pza etf

CliftonLarsonAllen Wealth Advisors
Richard Bernstein Advisors
LPL Financial
Envestnet Asset Management
Bank of New York Mellon
Jane Street
UBS Group
Northwestern Mutual Wealth Management Company
EP Wealth Advisors
Wells Fargo & Company
Ubs Global Asset Management Americas
Stifel Financial
Ameriprise Financial
Cetera Investment Advisers
Miracle Mile Advisors

View all funds holding Pza etf