Position history for Waverly Advisors, LLC's holdings in INVESCO EXCHANGE
Waverly Advisors, LLC holds 76,212 shares of PXH (INVESCO EXCHANGE), worth $2.1M as of 2026-Q1. The position was decreased (-7.1% shares). PXH represents 0.0% of Waverly Advisors, LLC's portfolio.
Current Value
$2.1M
Current Shares
76,212
Total Value Change
+$684,540
Total Shares Change
+8,740
Other major holders of PXH: CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Decreased |
| 76,212 |
-7.1% |
| $2.1M |
| 0.0% |
| $27.30 |
0 |
| 2025-Q4 | Decreased | 82,061 | -0.5% | $2.1M | 0.0% | $25.88 | 0 |
| 2025-Q3 | Decreased | 82,461 | -0.1% | $2.1M | 0.0% | $25.04 | 0 |
| 2025-Q2 | Decreased | 82,512 | -11.3% | $1.9M | 0.0% | $22.71 | 0 |
| 2025-Q1 | Decreased | 93,041 | -2.4% | $2M | 0.0% | $20.92 | 0 |
| 2024-Q4 | Decreased | 95,315 | -2.5% | $2M | 0.0% | $19.66 | 0 |
| 2024-Q3 | Increased | 97,801 | +45.0% | $2.1M | 0.0% | $21.10 | 35 |
| 2024-Q2 | Decreased | 67,472 | -34.3% | $1.4M | 0.0% | $18.91 | 0 |