Creative Planning
STXF

Creative Planning’s Strive 500 ETF STXF Stock Holding History

Creative Planning’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 		$3.07M Buy
73,136
+379
+0.5% +$16.6K ﹤0.01% 1561
2025
Q4 		$3.21M Sell
72,757
-69
-0.1% -$3.02K ﹤0.01% 1340
2025
Q3 		$3.15M Sell
72,826
-6,715
-8% -$279K ﹤0.01% 1182
2025
Q2 		$3.19M Sell
79,541
-11,033
-12% -$407K ﹤0.01% 993
2025
Q1 		$3.27M Sell
90,574
-5,190
-5% -$197K ﹤0.01% 895
2024
Q4 		$3.62M Buy
95,764
+8,901
+10% +$338K ﹤0.01% 808
2024
Q3 		$3.2M Buy
86,863
+989
+1% +$35.1K ﹤0.01% 829
2024
Q2 		$3M Buy
85,874
+9,227
+12% +$311K ﹤0.01% 824
2024
Q1 		$2.58M Sell
76,647
-12,238
-14% -$392K ﹤0.01% 867
2023
Q4 		$2.72M Sell
88,885
-994
-1% -$28.4K 0.01% 787
2023
Q3 		$2.46M Buy
89,879
+18,590
+26% +$529K ﹤0.01% 770
2023
Q2 		$2.02M Sell
71,289
-215
-0.3% -$5.76K ﹤0.01% 809
2023
Q1 		$1.87M Sell
71,504
-39,072
-35% -$992K ﹤0.01% 801
2022
Q4 		$2.69M Buy
+110,576
New +$2.7M ﹤0.01% 655

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

Creative Planning's STXF Position: Q1 2026 in Review

Creative Planning increased its Strive 500 ETF (STXF) stake by 0.52% in Q1 2026, buying an estimated $16.6K and bringing the position to 73,136 shares worth $3.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

Creative Planning first reported a position in STXF in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.62M in Q4 2024. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

  • Creative Planning held 73,136 shares of Strive 500 ETF worth $3.07M as of Q1 2026.
  • Creative Planning bought 379 Strive 500 ETF shares in Q1 2026, an estimated $16.6K.
  • Strive 500 ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1561 holding.
  • Creative Planning first reported a position in Strive 500 ETF in Q4 2022 and has held it in 14 quarters since.
  • Creative Planning's Strive 500 ETF position peaked at $3.62M in Q4 2024.
  • 137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.