Carson Wealth (CWM LLC)
STXF

Carson Wealth (CWM LLC)’s Strive 500 ETF STXF Stock Holding History

Carson Wealth (CWM LLC)’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 		$1.1M Hold
26,116
– – ﹤0.01% 1488
2025
Q4 		$1.15M Buy
26,116
+202
+0.8% +$8.83K ﹤0.01% 1413
2025
Q3 		$1.12M Sell
25,914
-391
-1% -$16.2K ﹤0.01% 1346
2025
Q2 		$1.05M Hold
26,305
– – ﹤0.01% 1222
2025
Q1 		$949K Sell
26,305
-275
-1% -$10.4K ﹤0.01% 1154
2024
Q4 		$1M Buy
26,580
+643
+2% +$24.4K ﹤0.01% 1084
2024
Q3 		$955K Sell
25,937
-1,931
-7% -$68.6K ﹤0.01% 1063
2024
Q2 		$975K Sell
27,868
-638
-2% -$21.5K ﹤0.01% 906
2024
Q1 		$960K Sell
28,506
-715
-2% -$22.9K ﹤0.01% 872
2023
Q4 		$893K Buy
29,221
+16,863
+136% +$482K ﹤0.01% 857
2023
Q3 		$339K Buy
12,358
+6,729
+120% +$192K ﹤0.01% 1118
2023
Q2 		$160K Buy
5,629
+3,407
+153% +$91.3K ﹤0.01% 1340
2023
Q1 		$58K Buy
2,222
+57
+3% +$1.45K ﹤0.01% 1782
2022
Q4 		$53K Buy
+2,165
New +$52.9K ﹤0.01% 1704

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

Carson Wealth (CWM LLC)'s STXF Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Strive 500 ETF (STXF) position steady in Q1 2026 at 26,116 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1488.

Carson Wealth (CWM LLC) first reported a position in STXF in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.15M in Q4 2025. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 26,116 shares of Strive 500 ETF worth $1.1M as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Strive 500 ETF share count unchanged in Q1 2026.
  • Strive 500 ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1488 holding.
  • Carson Wealth (CWM LLC) first reported a position in Strive 500 ETF in Q4 2022 and has held it in 14 quarters since.
  • Carson Wealth (CWM LLC)'s Strive 500 ETF position peaked at $1.15M in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.