AIP
STXF

Almanack Investment Partners’s Strive 500 ETF STXF Stock Holding History

Almanack Investment Partners’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
Q1 		– Sell
-427,594
Closed -$16.2M – 193
2024
Q4 		$16.2M Buy
+427,594
New +$16.2M 2.49% 8

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return

Almanack Investment Partners's STXF Position: Q1 2025 in Review

Almanack Investment Partners sold out of Strive 500 ETF (STXF) in Q1 2025, closing a stake of 427,594 shares — an estimated $16.2M sold.

Almanack Investment Partners first reported a position in STXF in Q4 2024 and held it in 1 quarter. The position peaked at $16.2M in Q4 2024. 116 funds tracked by Wall St. Rank hold STXF as of Q1 2025.

  • Almanack Investment Partners reported no remaining Strive 500 ETF position as of Q1 2025 after selling out during the quarter.
  • Almanack Investment Partners sold 427,594 Strive 500 ETF shares in Q1 2025, an estimated $16.2M.
  • Almanack Investment Partners first reported a position in Strive 500 ETF in Q4 2024 and held it in 1 quarter.
  • Almanack Investment Partners's Strive 500 ETF position peaked at $16.2M in Q4 2024.
  • 116 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2025.

Based on Almanack Investment Partners's 13F filing for Q1 2025, filed 25 Apr 2025.