CPIG
STXF

Chicago Partners Investment Group’s Strive 500 ETF STXF Stock Holding History

Chicago Partners Investment Group’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 		$696K Sell
15,172
-437
-3% -$19.2K 0.02% 698
2025
Q4 		$695K Buy
15,609
+535
+4% +$23.4K 0.02% 594
2025
Q3 		$671K Sell
15,074
-1,229
-8% -$51K 0.02% 556
2025
Q2 		$668K Sell
16,303
-3,525
-18% -$130K 0.02% 493
2025
Q1 		$720K Sell
19,828
-1,426
-7% -$54.1K 0.02% 428
2024
Q4 		$808K Sell
21,254
-2,953
-12% -$112K 0.03% 385
2024
Q3 		$899K Sell
24,207
-480
-2% -$17K 0.03% 352
2024
Q2 		$858K Buy
24,687
+8,871
+56% +$299K 0.03% 350
2024
Q1 		$514K Buy
15,816
+4,319
+38% +$138K 0.02% 436
2023
Q4 		$359K Buy
+11,497
New +$329K 0.02% 501

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

Chicago Partners Investment Group's STXF Position: Q1 2026 in Review

Chicago Partners Investment Group reduced its Strive 500 ETF (STXF) stake by 2.8% in Q1 2026, selling an estimated $19.2K and leaving 15,172 shares worth $696K. The position accounts for 0.02% of the portfolio, ranked #698.

Chicago Partners Investment Group first reported a position in STXF in Q4 2023 and has held it in 10 quarters since. The position peaked at $899K in Q3 2024. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

  • Chicago Partners Investment Group held 15,172 shares of Strive 500 ETF worth $696K as of Q1 2026.
  • Chicago Partners Investment Group sold 437 Strive 500 ETF shares in Q1 2026, an estimated $19.2K.
  • Strive 500 ETF made up 0.02% of Chicago Partners Investment Group's portfolio in Q1 2026, its #698 holding.
  • Chicago Partners Investment Group first reported a position in Strive 500 ETF in Q4 2023 and has held it in 10 quarters since.
  • Chicago Partners Investment Group's Strive 500 ETF position peaked at $899K in Q3 2024.
  • 137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.