Bank of Montreal
STXF

Bank of Montreal’s Strive 500 ETF STXF Stock Holding History

Bank of Montreal’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
-151
Closed -$5.07K – 3733
2024
Q4 		$5.07K Buy
+151
New +$5.73K ﹤0.01% 3398

Other funds holding STXF

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $454M AUM 20.18% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return

Bank of Montreal's STXF Position: Q1 2025 in Review

Bank of Montreal sold out of Strive 500 ETF (STXF) in Q1 2025, closing a stake of 151 shares — an estimated $5.07K sold.

Bank of Montreal first reported a position in STXF in Q4 2024 and held it in 1 quarter. The position peaked at $5.07K in Q4 2024. 116 funds tracked by Wall St. Rank hold STXF as of Q1 2025.

  • Bank of Montreal reported no remaining Strive 500 ETF position as of Q1 2025 after selling out during the quarter.
  • Bank of Montreal sold 151 Strive 500 ETF shares in Q1 2025, an estimated $5.07K.
  • Bank of Montreal first reported a position in Strive 500 ETF in Q4 2024 and held it in 1 quarter.
  • Bank of Montreal's Strive 500 ETF position peaked at $5.07K in Q4 2024.
  • 116 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2025.

Based on Bank of Montreal's 13F filing for Q1 2025, filed 13 May 2025.