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PXHPXH
Showing 8 of 30 quarters

Position history for WAWaverly Advisors, LLC's holdings in INVESCO EXCH TRADED FD TR II

Yes. Waverly Advisors holds 76,174 shares of PXH, worth $2.1M, as of its Q2 2026 13F filing. It reduced the position by 38 shares (-0.1%) from Q1 2026. Waverly Advisors has held PXH in every 13F on record since Q1 2019, 30 quarterly filings.

Current Value

$2.1M

Current Shares

76,174

Total Value Change

-$23,009

Total Shares Change

-21,627

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
76,174
-0.1%
$2.1M0.0%$27.58
0
2026-Q1
Decreased
76,212
-7.1%
$2.1M0.0%$26.28
0
2025-Q4
Decreased
82,061
-0.5%
$2.1M0.0%$25.11
0
2025-Q3
Decreased
82,461
-0.1%
$2.1M0.0%$24.38
0
2025-Q2
Decreased
82,512
-11.3%
$1.9M0.0%$22.09
0
2025-Q1
Decreased
93,041
-2.4%
$2M0.0%$20.39
0
2024-Q4
Decreased
95,315
-2.5%
$2M0.0%$19.11
0
2024-Q3
Increased
97,801
+45.0%
$2.1M0.0%$20.28
35

Other major holders of PXH: CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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