CFA
STXF

Capstone Financial Advisors’s Strive 500 ETF STXF Stock Holding History

Capstone Financial 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
2024
Q4 		– Sell
-8,750
Closed -$322K – 164
2024
Q3 		$322K Sell
8,750
-2,500
-22% -$88.8K 0.02% 115
2024
Q2 		$393K Buy
11,250
+4,700
+72% +$158K 0.03% 93
2024
Q1 		$220K Buy
+6,550
New +$210K 0.01% 130

Other funds holding STXF

SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return
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
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Capstone Financial Advisors's STXF Position: Q4 2024 in Review

Capstone Financial Advisors sold out of Strive 500 ETF (STXF) in Q4 2024, closing a stake of 8,750 shares — an estimated $322K sold.

Capstone Financial Advisors first reported a position in STXF in Q1 2024 and held it in 3 quarters. The position peaked at $393K in Q2 2024. 119 funds tracked by Wall St. Rank hold STXF as of Q4 2024.

  • Capstone Financial Advisors reported no remaining Strive 500 ETF position as of Q4 2024 after selling out during the quarter.
  • Capstone Financial Advisors sold 8,750 Strive 500 ETF shares in Q4 2024, an estimated $322K.
  • Capstone Financial Advisors first reported a position in Strive 500 ETF in Q1 2024 and held it in 3 quarters.
  • Capstone Financial Advisors's Strive 500 ETF position peaked at $393K in Q2 2024.
  • 119 funds tracked by Wall St. Rank held Strive 500 ETF as of Q4 2024.

Based on Capstone Financial Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.