DWP
STXF

Daymark Wealth Partners’s Strive 500 ETF STXF Stock Holding History

Daymark Wealth Partners’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
2025
Q4 		– Sell
-7,700
Closed -$333K – 628
2025
Q3 		$333K Buy
+7,700
New +$319K 0.01% 458

Other funds holding STXF

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $454M AUM 20.18% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Daymark Wealth Partners's STXF Position: Q4 2025 in Review

Daymark Wealth Partners sold out of Strive 500 ETF (STXF) in Q4 2025, closing a stake of 7,700 shares — an estimated $333K sold.

Daymark Wealth Partners first reported a position in STXF in Q3 2025 and held it in 1 quarter. The position peaked at $333K in Q3 2025. 134 funds tracked by Wall St. Rank hold STXF as of Q4 2025.

  • Daymark Wealth Partners reported no remaining Strive 500 ETF position as of Q4 2025 after selling out during the quarter.
  • Daymark Wealth Partners sold 7,700 Strive 500 ETF shares in Q4 2025, an estimated $333K.
  • Daymark Wealth Partners first reported a position in Strive 500 ETF in Q3 2025 and held it in 1 quarter.
  • Daymark Wealth Partners's Strive 500 ETF position peaked at $333K in Q3 2025.
  • 134 funds tracked by Wall St. Rank held Strive 500 ETF as of Q4 2025.

Based on Daymark Wealth Partners's 13F filing for Q4 2025, filed 12 Jan 2026.