EWP
STXF

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

Equity 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
2026
Q1 		$961K Sell
22,898
-90
-0.4% -$3.95K 0.62% 32
2025
Q4 		$1.01M Buy
22,988
+4,322
+23% +$189K 0.66% 35
2025
Q3 		$806K Buy
+18,666
New +$774K 0.65% 41

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

Equity Wealth Partners's STXF Position: Q1 2026 in Review

Equity Wealth Partners reduced its Strive 500 ETF (STXF) stake by 0.39% in Q1 2026, selling an estimated $3.95K and leaving 22,898 shares worth $961K. The position accounts for 0.62% of the portfolio, ranked #32.

Equity Wealth Partners first reported a position in STXF in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.01M in Q4 2025. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

  • Equity Wealth Partners held 22,898 shares of Strive 500 ETF worth $961K as of Q1 2026.
  • Equity Wealth Partners sold 90 Strive 500 ETF shares in Q1 2026, an estimated $3.95K.
  • Strive 500 ETF made up 0.62% of Equity Wealth Partners's portfolio in Q1 2026, its #32 holding.
  • Equity Wealth Partners first reported a position in Strive 500 ETF in Q3 2025 and has held it in 3 quarters since.
  • Equity Wealth Partners's Strive 500 ETF position peaked at $1.01M in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on Equity Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.