Integrated Wealth Concepts’s Phoenix Education Partners PXED Stock Holding History

Integrated Wealth Concepts’s Portfolio PXED Stock Details PXED Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.3K	Buy	+70	New	+$2.09K	﹤0.01%	5309

Other funds holding PXED

AMH

Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Integrated Wealth Concepts's PXED Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Phoenix Education Partners (PXED) in Q2 2026: 70 shares worth $2.3K. The stake represents ﹤0.01% of the portfolio and ranks #5309 among its holdings.

97 funds tracked by Wall St. Rank hold PXED as of Q2 2026.

Integrated Wealth Concepts held 70 shares of Phoenix Education Partners worth $2.3K as of Q2 2026.
Phoenix Education Partners was a new Integrated Wealth Concepts position in Q2 2026.
Phoenix Education Partners made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5309 holding.
97 funds tracked by Wall St. Rank held Phoenix Education Partners as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.