TWD
PXED

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
Q2 		$66 Hold
2
– – ﹤0.01% 2582
2026
Q1 		$63 Buy
+2
New +$60 ﹤0.01% 2535

Other funds holding PXED

CA
CWC Advisors Lake Oswego, Oregon $225M AUM 23.94% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design's PXED Position: Q2 2026 in Review

True Wealth Design held its Phoenix Education Partners (PXED) position steady in Q2 2026 at 2 shares worth $66. The position accounts for ﹤0.01% of the portfolio, ranked #2582.

True Wealth Design first reported a position in PXED in Q1 2026 and has held it in 2 quarters since. 4 funds tracked by Wall St. Rank hold PXED as of Q2 2026.

  • True Wealth Design held 2 shares of Phoenix Education Partners worth $66 as of Q2 2026.
  • True Wealth Design left its Phoenix Education Partners share count unchanged in Q2 2026.
  • Phoenix Education Partners made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2582 holding.
  • True Wealth Design first reported a position in Phoenix Education Partners in Q1 2026 and has held it in 2 quarters since.
  • 4 funds tracked by Wall St. Rank held Phoenix Education Partners as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.