AIM
STXF

Advyzon Investment Management’s Strive 500 ETF STXF Stock Holding History

Advyzon Investment Management’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 		$555K Sell
13,235
-4,793
-27% -$210K 0.05% 363
2025
Q4 		$795K Sell
18,028
-700
-4% -$30.6K 0.09% 218
2025
Q3 		$809K Sell
18,728
-7,354
-28% -$305K 0.14% 149
2025
Q2 		$1.04M Sell
26,082
-2,820
-10% -$104K 0.23% 96
2025
Q1 		$1.04M Buy
28,902
+5,147
+22% +$195K 0.37% 53
2024
Q4 		$898K Buy
+23,755
New +$902K 0.35% 53

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

Advyzon Investment Management's STXF Position: Q1 2026 in Review

Advyzon Investment Management reduced its Strive 500 ETF (STXF) stake by 27% in Q1 2026, selling an estimated $210K and leaving 13,235 shares worth $555K. The position accounts for 0.05% of the portfolio, ranked #363.

Advyzon Investment Management first reported a position in STXF in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.04M in Q2 2025. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

  • Advyzon Investment Management held 13,235 shares of Strive 500 ETF worth $555K as of Q1 2026.
  • Advyzon Investment Management sold 4,793 Strive 500 ETF shares in Q1 2026, an estimated $210K.
  • Strive 500 ETF made up 0.05% of Advyzon Investment Management's portfolio in Q1 2026, its #363 holding.
  • Advyzon Investment Management first reported a position in Strive 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • Advyzon Investment Management's Strive 500 ETF position peaked at $1.04M in Q2 2025.
  • 137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.