Concurrent Investment Advisors’s Strive Emerging Markets ex-China ETF STXE Stock Holding History

Concurrent Investment Advisors’s Portfolio STXE Stock Details STXE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.48M	Buy	28,233 +303	+1%	+$14.5K	0.01%	826
2026 Q1	$1.09M	Buy	27,930 +1,259	+5%	+$50.6K	0.01%	840
2025 Q4	$958K	Buy	26,671 +391	+1%	+$13.6K	0.01%	856
2025 Q3	$864K	Buy	26,280 +190	+0.7%	+$6.04K	0.01%	700
2025 Q2	$809K	Sell	26,090 -580	-2%	-$16.7K	0.02%	665
2025 Q1	$729K	Sell	26,670 -52,373	-66%	-$1.45M	0.02%	636
2024 Q4	$2.18M	Sell	79,043 -1,493	-2%	-$43.7K	0.06%	304
2024 Q3	$2.44M	Buy	80,536 +5,209	+7%	+$157K	0.07%	262
2024 Q2	$2.24M	Buy	+75,327	New	+$2.17M	0.07%	246

Other funds holding STXE

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Concurrent Investment Advisors's STXE Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Strive Emerging Markets ex-China ETF (STXE) stake by 1.1% in Q2 2026, buying an estimated $14.5K and bringing the position to 28,233 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #826.

Concurrent Investment Advisors first reported a position in STXE in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.44M in Q3 2024. 39 funds tracked by Wall St. Rank hold STXE as of Q2 2026.

Concurrent Investment Advisors held 28,233 shares of Strive Emerging Markets ex-China ETF worth $1.48M as of Q2 2026.
Concurrent Investment Advisors bought 303 Strive Emerging Markets ex-China ETF shares in Q2 2026, an estimated $14.5K.
Strive Emerging Markets ex-China ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #826 holding.
Concurrent Investment Advisors first reported a position in Strive Emerging Markets ex-China ETF in Q2 2024 and has held it in 9 quarters since.
Concurrent Investment Advisors's Strive Emerging Markets ex-China ETF position peaked at $2.44M in Q3 2024.
39 funds tracked by Wall St. Rank held Strive Emerging Markets ex-China ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.