FNWA
STXF

Financial Network Wealth Advisors’s Strive 500 ETF STXF Stock Holding History

Financial Network Wealth Advisors’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
2024
Q3 		– Sell
-403
Closed -$14.1K – 983
2024
Q2 		$14.1K Buy
+403
New +$13.6K 0.01% 442

Other funds holding STXF

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $461M AUM 20.77% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return

Financial Network Wealth Advisors's STXF Position: Q3 2024 in Review

Financial Network Wealth Advisors sold out of Strive 500 ETF (STXF) in Q3 2024, closing a stake of 403 shares — an estimated $14.1K sold.

Financial Network Wealth Advisors first reported a position in STXF in Q2 2024 and held it in 1 quarter. The position peaked at $14.1K in Q2 2024. 97 funds tracked by Wall St. Rank hold STXF as of Q3 2024.

  • Financial Network Wealth Advisors reported no remaining Strive 500 ETF position as of Q3 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 403 Strive 500 ETF shares in Q3 2024, an estimated $14.1K.
  • Financial Network Wealth Advisors first reported a position in Strive 500 ETF in Q2 2024 and held it in 1 quarter.
  • Financial Network Wealth Advisors's Strive 500 ETF position peaked at $14.1K in Q2 2024.
  • 97 funds tracked by Wall St. Rank held Strive 500 ETF as of Q3 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.