Essex Financial Services’s Strive 500 ETF STXF Stock Holding History

Essex Financial Services’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	$6.23M	Sell	148,534 -3,653	-2%	-$160K	0.35%	64
2025 Q4	$6.71M	Buy	152,187 +5,332	+4%	+$233K	0.38%	54
2025 Q3	$6.34M	Buy	146,855 +5,169	+4%	+$214K	0.38%	55
2025 Q2	$5.68M	Buy	141,686 +1,237	+0.9%	+$45.7K	0.37%	58
2025 Q1	$5.06M	Buy	140,449 +3,921	+3%	+$149K	0.36%	61
2024 Q4	$5.16M	Buy	136,528 +4,845	+4%	+$184K	0.36%	60
2024 Q3	$4.94M	Buy	131,683 +7,914	+6%	+$281K	0.36%	63
2024 Q2	$4.22M	Buy	123,769 +30,339	+32%	+$1.02M	0.31%	72
2024 Q1	$3.14M	Buy	93,430 +39,169	+72%	+$1.26M	0.29%	79
2023 Q4	$1.66M	Buy	+54,261	New	+$1.55M	0.17%	127

Other funds holding STXF

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Essex Financial Services's STXF Position: Q1 2026 in Review

Essex Financial Services reduced its Strive 500 ETF (STXF) stake by 2.4% in Q1 2026, selling an estimated $160K and leaving 148,534 shares worth $6.23M. The position accounts for 0.35% of the portfolio, ranked #64.

Essex Financial Services first reported a position in STXF in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.71M in Q4 2025. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

Essex Financial Services held 148,534 shares of Strive 500 ETF worth $6.23M as of Q1 2026.
Essex Financial Services sold 3,653 Strive 500 ETF shares in Q1 2026, an estimated $160K.
Strive 500 ETF made up 0.35% of Essex Financial Services's portfolio in Q1 2026, its #64 holding.
Essex Financial Services first reported a position in Strive 500 ETF in Q4 2023 and has held it in 10 quarters since.
Essex Financial Services's Strive 500 ETF position peaked at $6.71M in Q4 2025.
137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.