AE Wealth Management’s Strive 500 ETF STXF Stock Holding History

AE Wealth 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	$320K	Buy	7,627 +92	+1%	+$4.04K	﹤0.01%	1340
2025 Q4	$332K	Buy	7,535 +1,376	+22%	+$60.2K	﹤0.01%	1262
2025 Q3	$266K	Buy	6,159 +1,383	+29%	+$57.4K	﹤0.01%	1243
2025 Q2	$191K	Buy	4,776 +448	+10%	+$16.5K	﹤0.01%	1324
2025 Q1	$156K	Buy	4,328 +128	+3%	+$4.86K	﹤0.01%	1339
2024 Q4	$159K	Buy	+4,200	New	+$159K	﹤0.01%	1321
2024 Q1	–	Sell	-133,777	Closed	-$4.2M	–	1882
2023 Q4	$4.2M	Buy	133,777 +3,465	+3%	+$99.1K	0.02%	652
2023 Q3	$3.57M	Sell	130,312 -2,335	-2%	-$66.5K	0.02%	647
2023 Q2	$3.76M	Buy	132,647 +4,445	+3%	+$119K	0.02%	625
2023 Q1	$3.35M	Buy	128,202 +93,707	+272%	+$2.38M	0.02%	626
2022 Q4	$837K	Buy	+34,495	New	+$844K	0.01%	1055

Other funds holding STXF

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

AE Wealth Management's STXF Position: Q1 2026 in Review

AE Wealth Management increased its Strive 500 ETF (STXF) stake by 1.2% in Q1 2026, buying an estimated $4.04K and bringing the position to 7,627 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #1340.

AE Wealth Management first reported a position in STXF in Q4 2022 and has held it in 11 quarters since. The position peaked at $4.2M in Q4 2023. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

AE Wealth Management held 7,627 shares of Strive 500 ETF worth $320K as of Q1 2026.
AE Wealth Management bought 92 Strive 500 ETF shares in Q1 2026, an estimated $4.04K.
Strive 500 ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1340 holding.
AE Wealth Management first reported a position in Strive 500 ETF in Q4 2022 and has held it in 11 quarters since.
AE Wealth Management's Strive 500 ETF position peaked at $4.2M in Q4 2023.
137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.