TFA
PRXV

TrustWell Financial Advisors’s Praxis Impact Large Cap Value ETF PRXV Stock Holding History

TrustWell Financial Advisors’s Portfolio PRXV Stock Details PRXV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$538K Buy
15,448
+659
+4% +$21.9K 0.46% 38
2026
Q1 		$460K Sell
14,789
-660
-4% -$20.9K 0.43% 36
2025
Q4 		$468K Buy
+15,449
New +$461K 0.45% 37

Other funds holding PRXV

EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BAMG
Brand Asset Management Group Chesterfield, Missouri $452M AUM 25.97% 1-Year Est. Return
LFA
LGT Financial Advisors Dallas, Texas $18.9M AUM 25.06% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TrustWell Financial Advisors's PRXV Position: Q2 2026 in Review

TrustWell Financial Advisors increased its Praxis Impact Large Cap Value ETF (PRXV) stake by 4.5% in Q2 2026, buying an estimated $21.9K and bringing the position to 15,448 shares worth $538K. The position accounts for 0.46% of the portfolio, ranked #38.

TrustWell Financial Advisors first reported a position in PRXV in Q4 2025 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold PRXV as of Q2 2026.

  • TrustWell Financial Advisors held 15,448 shares of Praxis Impact Large Cap Value ETF worth $538K as of Q2 2026.
  • TrustWell Financial Advisors bought 659 Praxis Impact Large Cap Value ETF shares in Q2 2026, an estimated $21.9K.
  • Praxis Impact Large Cap Value ETF made up 0.46% of TrustWell Financial Advisors's portfolio in Q2 2026, its #38 holding.
  • TrustWell Financial Advisors first reported a position in Praxis Impact Large Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held Praxis Impact Large Cap Value ETF as of Q2 2026.

Based on TrustWell Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.