CA
STXF

Clearstead Advisors’s Strive 500 ETF STXF Stock Holding History

Clearstead 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
2026
Q1 		$19.4K Buy
462
+2
+0.4% +$88 ﹤0.01% 1460
2025
Q4 		$20.3K Buy
460
+1
+0.2% +$44 ﹤0.01% 1705
2025
Q3 		$19.8K Hold
459
– – ﹤0.01% 1646
2025
Q2 		$18.4K Hold
459
– – ﹤0.01% 1659
2025
Q1 		$16.6K Hold
459
– – ﹤0.01% 1475
2024
Q4 		$17.4K Hold
459
– – ﹤0.01% 1430
2024
Q3 		$16.9K Hold
459
– – ﹤0.01% 1469
2024
Q2 		$16.1K Hold
459
– – ﹤0.01% 1439
2024
Q1 		$15.4K Hold
459
– – ﹤0.01% 984
2023
Q4 		$14K Sell
459
-459
-50% -$13.1K ﹤0.01% 999
2023
Q3 		$25.2K Buy
918
+459
+100% +$13.1K ﹤0.01% 984
2023
Q2 		$13K Buy
459
+260
+131% +$6.97K ﹤0.01% 954
2023
Q1 		$5.2K Buy
+199
New +$5.05K ﹤0.01% 1023

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

Clearstead Advisors's STXF Position: Q1 2026 in Review

Clearstead Advisors increased its Strive 500 ETF (STXF) stake by 0.43% in Q1 2026, buying an estimated $88 and bringing the position to 462 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1460.

Clearstead Advisors first reported a position in STXF in Q1 2023 and has held it in 13 quarters since. The position peaked at $25.2K in Q3 2023. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

  • Clearstead Advisors held 462 shares of Strive 500 ETF worth $19.4K as of Q1 2026.
  • Clearstead Advisors bought 2 Strive 500 ETF shares in Q1 2026, an estimated $88.
  • Strive 500 ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1460 holding.
  • Clearstead Advisors first reported a position in Strive 500 ETF in Q1 2023 and has held it in 13 quarters since.
  • Clearstead Advisors's Strive 500 ETF position peaked at $25.2K in Q3 2023.
  • 137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.