GFG
STXF

Grantvest Financial Group’s Strive 500 ETF STXF Stock Holding History

Grantvest Financial Group’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 		$864K Sell
20,589
-162
-0.8% -$7.11K 0.56% 41
2025
Q4 		$915K Buy
20,751
+1,503
+8% +$65.7K 0.59% 41
2025
Q3 		$832K Buy
19,248
+1,033
+6% +$42.9K 0.57% 42
2025
Q2 		$730K Buy
18,215
+1,285
+8% +$47.5K 0.54% 41
2025
Q1 		$611K Buy
16,930
+424
+3% +$16.1K 0.5% 44
2024
Q4 		$624K Buy
+16,506
New +$626K 0.7% 43

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

Grantvest Financial Group's STXF Position: Q1 2026 in Review

Grantvest Financial Group reduced its Strive 500 ETF (STXF) stake by 0.78% in Q1 2026, selling an estimated $7.11K and leaving 20,589 shares worth $864K. The position accounts for 0.56% of the portfolio, ranked #41.

Grantvest Financial Group first reported a position in STXF in Q4 2024 and has held it in 6 quarters since. The position peaked at $915K in Q4 2025. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

  • Grantvest Financial Group held 20,589 shares of Strive 500 ETF worth $864K as of Q1 2026.
  • Grantvest Financial Group sold 162 Strive 500 ETF shares in Q1 2026, an estimated $7.11K.
  • Strive 500 ETF made up 0.56% of Grantvest Financial Group's portfolio in Q1 2026, its #41 holding.
  • Grantvest Financial Group first reported a position in Strive 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • Grantvest Financial Group's Strive 500 ETF position peaked at $915K in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on Grantvest Financial Group's 13F filing for Q1 2026, filed 11 May 2026.