CIBC Private Wealth Group
STXF

CIBC Private Wealth Group’s Strive 500 ETF STXF Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$459K Hold
10,413
– – ﹤0.01% 910
2025
Q3 		$450K Hold
10,413
– – ﹤0.01% 895
2025
Q2 		$417K Hold
10,413
– – ﹤0.01% 882
2025
Q1 		$333K Hold
10,413
– – ﹤0.01% 937
2024
Q4 		$396K Hold
10,413
– – ﹤0.01% 930
2024
Q3 		$384K Hold
10,413
– – ﹤0.01% 953
2024
Q2 		$372K Hold
10,413
– – ﹤0.01% 903
2024
Q1 		$350K Hold
10,413
– – ﹤0.01% 922
2023
Q4 		$318K Hold
10,413
– – ﹤0.01% 909
2023
Q3 		$285K Hold
10,413
– – ﹤0.01% 898
2023
Q2 		$295K Hold
10,413
– – ﹤0.01% 775
2023
Q1 		$272K Hold
10,413
– – ﹤0.01% 794
2022
Q4 		$253K Hold
10,413
– – ﹤0.01% 709
2022
Q3 		$237K Buy
+10,413
New +$248K ﹤0.01% 830

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CIBC Private Wealth Group's STXF Position: Q4 2025 in Review

CIBC Private Wealth Group held its Strive 500 ETF (STXF) position steady in Q4 2025 at 10,413 shares worth $459K. The position accounts for ﹤0.01% of the portfolio, ranked #910.

CIBC Private Wealth Group first reported a position in STXF in Q3 2022 and has held it in 14 quarters since. 134 funds tracked by Wall St. Rank hold STXF as of Q4 2025.

  • CIBC Private Wealth Group held 10,413 shares of Strive 500 ETF worth $459K as of Q4 2025.
  • CIBC Private Wealth Group left its Strive 500 ETF share count unchanged in Q4 2025.
  • Strive 500 ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #910 holding.
  • CIBC Private Wealth Group first reported a position in Strive 500 ETF in Q3 2022 and has held it in 14 quarters since.
  • 134 funds tracked by Wall St. Rank held Strive 500 ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.