Commonwealth Equity Services
STXF

Commonwealth Equity Services’s Strive 500 ETF STXF Stock Holding History

Commonwealth Equity Services’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 		$8.63M Buy
205,724
+4,946
+2% +$217K 0.01% 971
2025
Q4 		$8.85M Buy
200,778
+11,817
+6% +$517K 0.01% 954
2025
Q3 		$8.16M Sell
188,961
-60,384
-24% -$2.51M 0.01% 1035
2025
Q2 		$9.99M Buy
249,345
+7,848
+3% +$290K 0.01% 906
2025
Q1 		$8.71M Buy
241,497
+153,604
+175% +$5.83M 0.01% 938
2024
Q4 		$3.32M Sell
87,893
-622
-0.7% -$23.6K ﹤0.01% 1515
2024
Q3 		$3.26M Sell
88,515
-6,142
-6% -$218K ﹤0.01% 1517
2024
Q2 		$3.31M Sell
94,657
-1,770
-2% -$59.6K 0.01% 1459
2024
Q1 		$3.25M Buy
96,427
+259
+0.3% +$8.3K 0.01% 1445
2023
Q4 		$2.94M Buy
96,168
+34
+0% +$973 0.01% 1445
2023
Q3 		$2.63M Buy
96,134
+11,533
+14% +$328K 0.01% 1424
2023
Q2 		$2.4M Sell
84,601
-4,187
-5% -$112K ﹤0.01% 1505
2023
Q1 		$2.32K Buy
88,788
+7,812
+10% +$198K ﹤0.01% 1475
2022
Q4 		$1.96M Buy
+80,976
New +$1.98M ﹤0.01% 1510

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

Commonwealth Equity Services's STXF Position: Q1 2026 in Review

Commonwealth Equity Services increased its Strive 500 ETF (STXF) stake by 2.5% in Q1 2026, buying an estimated $217K and bringing the position to 205,724 shares worth $8.63M. The position accounts for 0.01% of the portfolio, ranked #971.

Commonwealth Equity Services first reported a position in STXF in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.99M in Q2 2025. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

  • Commonwealth Equity Services held 205,724 shares of Strive 500 ETF worth $8.63M as of Q1 2026.
  • Commonwealth Equity Services bought 4,946 Strive 500 ETF shares in Q1 2026, an estimated $217K.
  • Strive 500 ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #971 holding.
  • Commonwealth Equity Services first reported a position in Strive 500 ETF in Q4 2022 and has held it in 14 quarters since.
  • Commonwealth Equity Services's Strive 500 ETF position peaked at $9.99M in Q2 2025.
  • 137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.