Envestnet Asset Management
STXF

Envestnet Asset Management’s Strive 500 ETF STXF Stock Holding History

Envestnet Asset Management’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 		$4.39M Buy
104,666
+2,922
+3% +$128K ﹤0.01% 2402
2025
Q4 		$4.49M Buy
101,744
+3,530
+4% +$154K ﹤0.01% 2250
2025
Q3 		$4.24M Buy
98,214
+7,836
+9% +$325K ﹤0.01% 2369
2025
Q2 		$3.62M Buy
90,378
+2,555
+3% +$94.4K ﹤0.01% 2424
2025
Q1 		$3.17M Buy
87,823
+6,011
+7% +$228K ﹤0.01% 2433
2024
Q4 		$3.09M Buy
81,812
+20,288
+33% +$770K ﹤0.01% 2418
2024
Q3 		$2.27M Buy
61,524
+7,839
+15% +$278K ﹤0.01% 2568
2024
Q2 		$1.88M Buy
53,685
+246
+0.5% +$8.28K ﹤0.01% 2638
2024
Q1 		$1.8M Buy
53,439
+2,213
+4% +$70.9K ﹤0.01% 2643
2023
Q4 		$1.57M Buy
51,226
+5,334
+12% +$153K ﹤0.01% 2618
2023
Q3 		$1.26M Buy
45,892
+29,150
+174% +$830K ﹤0.01% 2644
2023
Q2 		$474K Buy
+16,742
New +$449K ﹤0.01% 3238

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

Envestnet Asset Management's STXF Position: Q1 2026 in Review

Envestnet Asset Management increased its Strive 500 ETF (STXF) stake by 2.9% in Q1 2026, buying an estimated $128K and bringing the position to 104,666 shares worth $4.39M. The position accounts for ﹤0.01% of the portfolio, ranked #2402.

Envestnet Asset Management first reported a position in STXF in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.49M in Q4 2025. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

  • Envestnet Asset Management held 104,666 shares of Strive 500 ETF worth $4.39M as of Q1 2026.
  • Envestnet Asset Management bought 2,922 Strive 500 ETF shares in Q1 2026, an estimated $128K.
  • Strive 500 ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2402 holding.
  • Envestnet Asset Management first reported a position in Strive 500 ETF in Q2 2023 and has held it in 12 quarters since.
  • Envestnet Asset Management's Strive 500 ETF position peaked at $4.49M in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.