PRXV — PRAXIS IMPACT LARGE CAP VALUE ETF

Ownership history in EverSource Wealth Advisors, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in PRAXIS IMPACT LARGE CAP VALUE ETF (PRXV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.53% (2025 Q4)
Avg. % of fund
1.44%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,375,888 +139,733 +11.3% 1.53% $41.7M $30.32
2025 Q3 ADDED 1,236,155 +195,134 +18.7% 1.45% $36.7M $29.55
2025 Q2 INITIATED 1,041,021 — — 1.33% $29.5M $28.10
% of Fund (quarterly)    PRXV price (monthly, adj. close)

Other funds also holding PRXV

As of 2025 Q4 — sorted by position size

LifeGuide Financial Advisors, LLC 3Y 1.67% LGT Financial Advisors LLC 3Y 0.56% Smartleaf Asset Management LLC 0.11% Parkside Investments, LLC 3Y 7Y 0.05% Kestra Advisory Services, LLC 3Y 0.02% HARBOUR INVESTMENTS, INC. 3Y 0.0%
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