AE Wealth Management’s Strive 500 ETF STXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $320K | Buy |
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|
2025
Q4 | $332K | Buy |
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|
2025
Q3 | $266K | Buy |
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|
2025
Q2 | $191K | Buy |
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|
2025
Q1 | $156K | Buy |
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|
2024
Q4 | $159K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $4.2M | Buy |
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|
2023
Q3 | $3.57M | Sell |
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|
2023
Q2 | $3.76M | Buy |
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|
2023
Q1 | $3.35M | Buy |
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|
2022
Q4 | $837K | Buy |
|