AWM
STXE icon

AE Wealth Management’s Strive Emerging Markets ex-China ETF STXE Stock Holding History

AE Wealth Management’s Portfolio STXE Stock Details STXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-67,829
Closed -$1.85M – 1885
2023
Q4 		$1.85M Buy
67,829
+4,402
+7% +$113K 0.01% 933
2023
Q3 		$1.59M Buy
63,427
+1,043
+2% +$27.4K 0.01% 925
2023
Q2 		$1.64M Buy
62,384
+3,768
+6% +$96.4K 0.01% 899
2023
Q1 		$1.45M Buy
+58,616
New +$1.44M 0.01% 908

Other funds holding STXE

ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AE Wealth Management's STXE Position: Q1 2024 in Review

AE Wealth Management sold out of Strive Emerging Markets ex-China ETF (STXE) in Q1 2024, closing a stake of 67,829 shares — an estimated $1.85M sold.

AE Wealth Management first reported a position in STXE in Q1 2023 and held it in 4 quarters. The position peaked at $1.85M in Q4 2023. 33 funds tracked by Wall St. Rank hold STXE as of Q1 2024.

  • AE Wealth Management reported no remaining Strive Emerging Markets ex-China ETF position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 67,829 Strive Emerging Markets ex-China ETF shares in Q1 2024, an estimated $1.85M.
  • AE Wealth Management first reported a position in Strive Emerging Markets ex-China ETF in Q1 2023 and held it in 4 quarters.
  • AE Wealth Management's Strive Emerging Markets ex-China ETF position peaked at $1.85M in Q4 2023.
  • 33 funds tracked by Wall St. Rank held Strive Emerging Markets ex-China ETF as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.