CW
STXF

CreativeOne Wealth’s Strive 500 ETF STXF Stock Holding History

CreativeOne Wealth’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 		$2.15M Buy
51,167
+17,788
+53% +$780K 0.05% 340
2025
Q4 		$1.47M Buy
33,379
+8,442
+34% +$369K 0.04% 412
2025
Q3 		$1.08M Sell
24,937
-778
-3% -$32.3K 0.03% 522
2025
Q2 		$1.03M Buy
25,715
+10,288
+67% +$380K 0.03% 522
2025
Q1 		$556K Buy
15,427
+6,147
+66% +$233K 0.02% 654
2024
Q4 		$351K Buy
+9,280
New +$352K 0.01% 816

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

CreativeOne Wealth's STXF Position: Q1 2026 in Review

CreativeOne Wealth increased its Strive 500 ETF (STXF) stake by 53% in Q1 2026, buying an estimated $780K and bringing the position to 51,167 shares worth $2.15M. The position accounts for 0.05% of the portfolio, ranked #340.

CreativeOne Wealth first reported a position in STXF in Q4 2024 and has held it in 6 quarters since. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

  • CreativeOne Wealth held 51,167 shares of Strive 500 ETF worth $2.15M as of Q1 2026.
  • CreativeOne Wealth bought 17,788 Strive 500 ETF shares in Q1 2026, an estimated $780K.
  • Strive 500 ETF made up 0.05% of CreativeOne Wealth's portfolio in Q1 2026, its #340 holding.
  • CreativeOne Wealth first reported a position in Strive 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • 137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.