True Wealth Design
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True Wealth Design’s Phoenix Education Partners PXED Stock Holding History

True Wealth Design’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
Q3 		– Sell
-2
Closed -$66 – 2829
2026
Q2 		$66 Hold
2
– – ﹤0.01% 2582
2026
Q1 		$63 Buy
+2
New +$60 ﹤0.01% 2535

Other funds holding PXED

Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
CWC Advisors
CWC Advisors Lake Oswego, Oregon $215M AUM 18.92% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's PXED Position: Q3 2026 in Review

True Wealth Design sold out of Phoenix Education Partners (PXED) in Q3 2026, closing a stake of 2 shares — an estimated $66 sold.

True Wealth Design first reported a position in PXED in Q1 2026 and held it in 2 quarters. The position peaked at $66 in Q2 2026. 10 funds tracked by Wall St. Rank hold PXED as of Q3 2026.

  • True Wealth Design reported no remaining Phoenix Education Partners position as of Q3 2026 after selling out during the quarter.
  • True Wealth Design sold 2 Phoenix Education Partners shares in Q3 2026, an estimated $66.
  • True Wealth Design first reported a position in Phoenix Education Partners in Q1 2026 and held it in 2 quarters.
  • True Wealth Design's Phoenix Education Partners position peaked at $66 in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Phoenix Education Partners as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.