GRP
STXF

Global Retirement Partners’s Strive 500 ETF STXF Stock Holding History

Global Retirement 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
2024
Q4 		$9.34K Hold
247
– – ﹤0.01% 2422
2024
Q3 		$9.1K Hold
247
– – ﹤0.01% 2330
2024
Q2 		$8.64K Hold
247
– – ﹤0.01% 2377
2024
Q1 		$8.31K Buy
+247
New +$7.92K ﹤0.01% 2201

Other funds holding STXF

SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return
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
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 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

Global Retirement Partners's STXF Position: Q4 2024 in Review

Global Retirement Partners held its Strive 500 ETF (STXF) position steady in Q4 2024 at 247 shares worth $9.34K. The position accounts for ﹤0.01% of the portfolio, ranked #2422.

Global Retirement Partners first reported a position in STXF in Q1 2024 and has held it in 4 quarters since. 119 funds tracked by Wall St. Rank hold STXF as of Q4 2024.

  • Global Retirement Partners held 247 shares of Strive 500 ETF worth $9.34K as of Q4 2024.
  • Global Retirement Partners left its Strive 500 ETF share count unchanged in Q4 2024.
  • Strive 500 ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #2422 holding.
  • Global Retirement Partners first reported a position in Strive 500 ETF in Q1 2024 and has held it in 4 quarters since.
  • 119 funds tracked by Wall St. Rank held Strive 500 ETF as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.