AF
STXF

Allworth Financial’s Strive 500 ETF STXF Stock Holding History

Allworth Financial’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
2025
Q4 		– Sell
-5,772
Closed -$249K – 5277
2025
Q3 		$249K Hold
5,772
– – ﹤0.01% 1191
2025
Q2 		$231K Sell
5,772
-154
-3% -$5.69K ﹤0.01% 1121
2025
Q1 		$209K Hold
5,926
– – ﹤0.01% 934
2024
Q4 		$232K Sell
5,926
-1
-0% -$38 ﹤0.01% 900
2024
Q3 		$218K Buy
5,927
+16
+0.3% +$568 ﹤0.01% 796
2024
Q2 		$208K Buy
5,911
+2,013
+52% +$67.8K ﹤0.01% 803
2024
Q1 		$131K Buy
3,898
+11
+0.3% +$352 ﹤0.01% 922
2023
Q4 		$119K Buy
3,887
+1,311
+51% +$37.5K ﹤0.01% 887
2023
Q3 		$70.6K Sell
2,576
-133
-5% -$3.79K ﹤0.01% 1003
2023
Q2 		$76.8K Buy
2,709
+1,525
+129% +$40.9K ﹤0.01% 983
2023
Q1 		$30.9K Buy
1,184
+8
+0.7% +$203 ﹤0.01% 1259
2022
Q4 		$28.5K Buy
+1,176
New +$28.8K ﹤0.01% 1217

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $461M AUM 20.77% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Allworth Financial's STXF Position: Q4 2025 in Review

Allworth Financial sold out of Strive 500 ETF (STXF) in Q4 2025, closing a stake of 5,772 shares — an estimated $249K sold.

Allworth Financial first reported a position in STXF in Q4 2022 and held it in 12 quarters. The position peaked at $249K in Q3 2025. 134 funds tracked by Wall St. Rank hold STXF as of Q4 2025.

  • Allworth Financial reported no remaining Strive 500 ETF position as of Q4 2025 after selling out during the quarter.
  • Allworth Financial sold 5,772 Strive 500 ETF shares in Q4 2025, an estimated $249K.
  • Allworth Financial first reported a position in Strive 500 ETF in Q4 2022 and held it in 12 quarters.
  • Allworth Financial's Strive 500 ETF position peaked at $249K in Q3 2025.
  • 134 funds tracked by Wall St. Rank held Strive 500 ETF as of Q4 2025.

Based on Allworth Financial's 13F filing for Q4 2025, filed 5 Feb 2026.