BAM
STXF

Belpointe Asset Management’s Strive 500 ETF STXF Stock Holding History

Belpointe Asset 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
Q1 		$1.27M Buy
30,339
+733
+2% +$32.1K 0.05% 365
2025
Q4 		$1.31M Buy
29,606
+187
+0.6% +$8.18K 0.05% 339
2025
Q3 		$1.27M Sell
29,419
-1,490
-5% -$61.8K 0.05% 335
2025
Q2 		$1.24M Sell
30,909
-1,928
-6% -$71.2K 0.05% 295
2025
Q1 		$1.18M Buy
32,837
+6,660
+25% +$253K 0.06% 296
2024
Q4 		$947K Sell
26,177
-7,256
-22% -$275K 0.06% 332
2024
Q3 		$1.23M Buy
33,433
+7,367
+28% +$262K 0.07% 265
2024
Q2 		$912K Buy
26,066
+2,119
+9% +$71.3K 0.06% 296
2024
Q1 		$806K Buy
23,947
+1,239
+5% +$39.7K 0.06% 327
2023
Q4 		$694K Buy
+22,708
New +$650K 0.06% 288

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
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Stifel Financial
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Belpointe Asset Management's STXF Position: Q1 2026 in Review

Belpointe Asset Management increased its Strive 500 ETF (STXF) stake by 2.5% in Q1 2026, buying an estimated $32.1K and bringing the position to 30,339 shares worth $1.27M. The position accounts for 0.05% of the portfolio, ranked #365.

Belpointe Asset Management first reported a position in STXF in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.31M in Q4 2025. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

  • Belpointe Asset Management held 30,339 shares of Strive 500 ETF worth $1.27M as of Q1 2026.
  • Belpointe Asset Management bought 733 Strive 500 ETF shares in Q1 2026, an estimated $32.1K.
  • Strive 500 ETF made up 0.05% of Belpointe Asset Management's portfolio in Q1 2026, its #365 holding.
  • Belpointe Asset Management first reported a position in Strive 500 ETF in Q4 2023 and has held it in 10 quarters since.
  • Belpointe Asset Management's Strive 500 ETF position peaked at $1.31M in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.