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Pza etf shares owned by Bernardo Wealth Planning

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

Historical chart of Bernardo Wealth Planning investment in Pza etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pza etf by Bernardo Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $460k 19k 23.83

More positions owned by Bernardo Wealth Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Apple (AAPL)
J P Morgan Exchange Traded F Income Etf (JPIE)

View all positions for Bernardo Wealth Planning

Top funds holding Pza etf

Bank of America Corporation
UBS Group
CliftonLarsonAllen Wealth Advisors
Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
Trustmark National Bank - Trust Department
Ameriprise Financial
LPL Financial
Wright Fund Managment
EP Wealth Advisors
Bank of New York Mellon
CX Institutional
Monticello Wealth Management
Northwestern Mutual Wealth Management Company

View all funds holding Pza etf