Cetera Investment Advisers’s Strive 500 ETF STXF Stock Holding History

Cetera Investment Advisers’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	$5.79M	Buy	137,888 +2,541	+2%	+$111K	0.01%	1416
2025 Q4	$5.97M	Buy	135,347 +62,824	+87%	+$2.75M	0.01%	1336
2025 Q3	$3.13M	Buy	72,523 +8,313	+13%	+$345K	﹤0.01%	1790
2025 Q2	$2.57M	Buy	64,210 +9,714	+18%	+$359K	﹤0.01%	1662
2025 Q1	$1.97M	Buy	54,496 +8,135	+18%	+$309K	﹤0.01%	1761
2024 Q4	$1.75M	Buy	46,361 +14,192	+44%	+$539K	﹤0.01%	1749
2024 Q3	$1.19M	Buy	32,169 +10,439	+48%	+$371K	﹤0.01%	2003
2024 Q2	$760K	Buy	21,730 +8,754	+67%	+$295K	﹤0.01%	2275
2024 Q1	$437K	Buy	12,976 +4,684	+56%	+$150K	﹤0.01%	2709
2023 Q4	$253K	Buy	+8,292	New	+$237K	﹤0.01%	1891

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

Cetera Investment Advisers's STXF Position: Q1 2026 in Review

Cetera Investment Advisers increased its Strive 500 ETF (STXF) stake by 1.9% in Q1 2026, buying an estimated $111K and bringing the position to 137,888 shares worth $5.79M. The position accounts for 0.01% of the portfolio, ranked #1416.

Cetera Investment Advisers first reported a position in STXF in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.97M in Q4 2025. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

Cetera Investment Advisers held 137,888 shares of Strive 500 ETF worth $5.79M as of Q1 2026.
Cetera Investment Advisers bought 2,541 Strive 500 ETF shares in Q1 2026, an estimated $111K.
Strive 500 ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1416 holding.
Cetera Investment Advisers first reported a position in Strive 500 ETF in Q4 2023 and has held it in 10 quarters since.
Cetera Investment Advisers's Strive 500 ETF position peaked at $5.97M in Q4 2025.
137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.