GWANC
STXF

Guardian Wealth Advisors (North Carolina)’s Strive 500 ETF STXF Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$99.1K Buy
+2,361
New +$104K 0.01% 397
2025
Q3 		– Sell
-2,361
Closed -$94.6K – 524
2025
Q2 		$94.6K Hold
2,361
– – 0.01% 371
2025
Q1 		$85.1K Hold
2,361
– – 0.01% 357
2024
Q4 		$89.2K Buy
2,361
+616
+35% +$23.4K 0.01% 345
2024
Q3 		$64.3K Buy
+1,745
New +$62K 0.01% 300

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

Guardian Wealth Advisors (North Carolina)'s STXF Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in Strive 500 ETF (STXF) in Q1 2026: 2,361 shares worth $99.1K. The stake represents 0.01% of the portfolio and ranks #397 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in STXF as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in STXF in Q3 2024 and has held it in 5 quarters since. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 2,361 shares of Strive 500 ETF worth $99.1K as of Q1 2026.
  • Strive 500 ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
  • Strive 500 ETF made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #397 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Strive 500 ETF in Q3 2024 and has held it in 5 quarters since.
  • 137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.