CFGSD
STXF

Compass Financial Group (South Dakota)’s Strive 500 ETF STXF Stock Holding History

Compass Financial Group (South Dakota)’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 		$205K Hold
4,878
– – 0.03% 101
2025
Q4 		$215K Hold
4,878
– – 0.03% 97
2025
Q3 		$211K Buy
+4,878
New +$202K 0.03% 99

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HP
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Truist Financial
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Stifel Financial
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UAG
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WCM
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KAS
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LPL Financial
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Jones Financial Companies
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Compass Financial Group (South Dakota)'s STXF Position: Q1 2026 in Review

Compass Financial Group (South Dakota) held its Strive 500 ETF (STXF) position steady in Q1 2026 at 4,878 shares worth $205K. The position accounts for 0.03% of the portfolio, ranked #101.

Compass Financial Group (South Dakota) first reported a position in STXF in Q3 2025 and has held it in 3 quarters since. The position peaked at $215K in Q4 2025. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

  • Compass Financial Group (South Dakota) held 4,878 shares of Strive 500 ETF worth $205K as of Q1 2026.
  • Compass Financial Group (South Dakota) left its Strive 500 ETF share count unchanged in Q1 2026.
  • Strive 500 ETF made up 0.03% of Compass Financial Group (South Dakota)'s portfolio in Q1 2026, its #101 holding.
  • Compass Financial Group (South Dakota) first reported a position in Strive 500 ETF in Q3 2025 and has held it in 3 quarters since.
  • Compass Financial Group (South Dakota)'s Strive 500 ETF position peaked at $215K in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on Compass Financial Group (South Dakota)'s 13F filing for Q1 2026, filed 29 Apr 2026.