1W
STXF

1776 Wealth’s Strive 500 ETF STXF Stock Holding History

1776 Wealth’s Portfolio STXF Stock Details STXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$456K Hold
10,858
– – 0.18% 90
2025
Q4 		$479K Hold
10,858
– – 0.18% 89
2025
Q3 		$469K Hold
10,858
– – 0.18% 90
2025
Q2 		$435K Hold
10,858
– – 0.18% 99
2025
Q1 		$392K Hold
10,858
– – 0.18% 101
2024
Q4 		$410K Hold
10,858
– – 0.19% 95
2024
Q3 		$400K Hold
10,858
– – 0.18% 105
2024
Q2 		$380K Hold
10,858
– – 0.17% 108
2024
Q1 		$365K Hold
10,858
– – 0.17% 98
2023
Q4 		$332K Buy
+10,858
New +$311K 0.16% 98

Other funds holding STXF

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $461M AUM 20.77% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

1776 Wealth's STXF Position: Q1 2026 in Review

1776 Wealth held its Strive 500 ETF (STXF) position steady in Q1 2026 at 10,858 shares worth $456K. The position accounts for 0.18% of the portfolio, ranked #90.

1776 Wealth first reported a position in STXF in Q4 2023 and has held it in 10 quarters since. The position peaked at $479K in Q4 2025. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

  • 1776 Wealth held 10,858 shares of Strive 500 ETF worth $456K as of Q1 2026.
  • 1776 Wealth left its Strive 500 ETF share count unchanged in Q1 2026.
  • Strive 500 ETF made up 0.18% of 1776 Wealth's portfolio in Q1 2026, its #90 holding.
  • 1776 Wealth first reported a position in Strive 500 ETF in Q4 2023 and has held it in 10 quarters since.
  • 1776 Wealth's Strive 500 ETF position peaked at $479K in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on 1776 Wealth's 13F filing for Q1 2026, filed 8 May 2026.