Bartlett & Co Wealth Management’s Strive 500 ETF STXF Stock Holding History

Bartlett & Co 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 Q3	$47.1K	Hold	955	–	–	﹤0.01%	751
2026 Q2	$46.1K	Hold	955	–	–	﹤0.01%	757
2026 Q1	$44.2K	Hold	955	–	–	﹤0.01%	705
2025 Q4	$42.1K	Hold	955	–	–	﹤0.01%	701
2025 Q3	$41.3K	Hold	955	–	–	﹤0.01%	701
2025 Q2	$38.3K	Hold	955	–	–	﹤0.01%	702
2025 Q1	$34.4K	Hold	955	–	–	﹤0.01%	726
2024 Q4	$36.1K	Hold	955	–	–	﹤0.01%	711
2024 Q3	$35.2K	Hold	955	–	–	﹤0.01%	720
2024 Q2	$33.4K	Hold	955	–	–	﹤0.01%	739
2024 Q1	$32.1K	Buy	+955	New	+$30.6K	﹤0.01%	732

Other funds holding STXF

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $718M AUM 13.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Ethos Financial Group King Of Prussia, Pennsylvania $1.88B AUM 15.44% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bartlett & Co Wealth Management's STXF Position: Q3 2026 in Review

Bartlett & Co Wealth Management held its Strive 500 ETF (STXF) position steady in Q3 2026 at 955 shares worth $47.1K. The position accounts for ﹤0.01% of the portfolio, ranked #751.

Bartlett & Co Wealth Management first reported a position in STXF in Q1 2024 and has held it in 11 quarters since. 124 funds tracked by Wall St. Rank hold STXF as of Q3 2026.

Bartlett & Co Wealth Management held 955 shares of Strive 500 ETF worth $47.1K as of Q3 2026.
Bartlett & Co Wealth Management left its Strive 500 ETF share count unchanged in Q3 2026.
Strive 500 ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q3 2026, its #751 holding.
Bartlett & Co Wealth Management first reported a position in Strive 500 ETF in Q1 2024 and has held it in 11 quarters since.
124 funds tracked by Wall St. Rank held Strive 500 ETF as of Q3 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.