Financial Management Network’s Strive 500 ETF STXF Stock Holding History

Financial Management Network’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	$3.08M	Buy	70,363 +1,129	+2%	+$49.5K	0.47%	47
2025 Q4	$3.06M	Buy	69,234 +418	+0.6%	+$18.3K	0.48%	45
2025 Q3	$2.99M	Buy	68,816 +1,564	+2%	+$64.9K	0.49%	46
2025 Q2	$2.72M	Buy	67,252 +4,150	+7%	+$153K	0.49%	50
2025 Q1	$2.05M	Buy	63,102 +3,620	+6%	+$137K	0.46%	50
2024 Q4	$2.27M	Buy	59,482 +1,084	+2%	+$41.1K	0.47%	49
2024 Q3	$2.15M	Buy	58,398 +1,918	+3%	+$68.1K	0.45%	50
2024 Q2	$2.01M	Buy	56,480 +6,650	+13%	+$224K	0.48%	45
2024 Q1	$1.65M	Buy	49,830 +6,856	+16%	+$220K	0.41%	48
2023 Q4	$1.29M	Buy	42,974 +8,785	+26%	+$251K	0.38%	48
2023 Q3	$931K	Buy	34,189 +694	+2%	+$19.8K	0.31%	56
2023 Q2	$952K	Buy	33,495 +13,403	+67%	+$359K	0.33%	53
2023 Q1	$523K	Buy	20,092 +7,432	+59%	+$189K	0.21%	76
2022 Q4	$308K	Buy	+12,660	New	+$310K	0.14%	111

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

Financial Management Network's STXF Position: Q1 2026 in Review

Financial Management Network increased its Strive 500 ETF (STXF) stake by 1.6% in Q1 2026, buying an estimated $49.5K and bringing the position to 70,363 shares worth $3.08M. The position accounts for 0.47% of the portfolio, ranked #47.

Financial Management Network first reported a position in STXF in Q4 2022 and has held it in 14 quarters since. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

Financial Management Network held 70,363 shares of Strive 500 ETF worth $3.08M as of Q1 2026.
Financial Management Network bought 1,129 Strive 500 ETF shares in Q1 2026, an estimated $49.5K.
Strive 500 ETF made up 0.47% of Financial Management Network's portfolio in Q1 2026, its #47 holding.
Financial Management Network first reported a position in Strive 500 ETF in Q4 2022 and has held it in 14 quarters since.
137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.