Beacon Pointe Advisors’s Strive 500 ETF STXF Stock Holding History

Beacon Pointe Advisors’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 Q1	$358K	Buy	8,520 +662	+8%	+$29K	﹤0.01%	1450
2025 Q4	$346K	Hold	7,858	–	–	﹤0.01%	1200
2025 Q3	$339K	Hold	7,858	–	–	﹤0.01%	1140
2025 Q2	$315K	Hold	7,858	–	–	﹤0.01%	1030
2025 Q1	$283K	Hold	7,858	–	–	﹤0.01%	1043
2024 Q4	$297K	Hold	7,858	–	–	﹤0.01%	1011
2024 Q3	$289K	Hold	7,858	–	–	﹤0.01%	1035
2024 Q2	$275K	Hold	7,858	–	–	﹤0.01%	1078
2024 Q1	$265K	Hold	7,858	–	–	﹤0.01%	1153
2023 Q4	$240K	Buy	+7,858	New	+$225K	﹤0.01%	1147

Other funds holding STXF

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return

WCM

Weaver Capital Management Suwanee, Georgia $461M AUM 20.77% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Beacon Pointe Advisors's STXF Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Strive 500 ETF (STXF) stake by 8.4% in Q1 2026, buying an estimated $29K and bringing the position to 8,520 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #1450.

Beacon Pointe Advisors first reported a position in STXF in Q4 2023 and has held it in 10 quarters since. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

Beacon Pointe Advisors held 8,520 shares of Strive 500 ETF worth $358K as of Q1 2026.
Beacon Pointe Advisors bought 662 Strive 500 ETF shares in Q1 2026, an estimated $29K.
Strive 500 ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1450 holding.
Beacon Pointe Advisors first reported a position in Strive 500 ETF in Q4 2023 and has held it in 10 quarters since.
137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.