GS
STXF

GWN Securities’s Strive 500 ETF STXF Stock Holding History

GWN Securities’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 		$424K Buy
10,093
+1,270
+14% +$55.7K 0.08% 277
2025
Q4 		$389K Buy
8,823
+53
+0.6% +$2.32K 0.08% 261
2025
Q3 		$379K Sell
8,770
-453
-5% -$18.8K 0.09% 246
2025
Q2 		$370K Buy
+9,223
New +$341K 0.07% 263

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

GWN Securities's STXF Position: Q1 2026 in Review

GWN Securities increased its Strive 500 ETF (STXF) stake by 14% in Q1 2026, buying an estimated $55.7K and bringing the position to 10,093 shares worth $424K. The position accounts for 0.08% of the portfolio, ranked #277.

GWN Securities first reported a position in STXF in Q2 2025 and has held it in 4 quarters since. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

  • GWN Securities held 10,093 shares of Strive 500 ETF worth $424K as of Q1 2026.
  • GWN Securities bought 1,270 Strive 500 ETF shares in Q1 2026, an estimated $55.7K.
  • Strive 500 ETF made up 0.08% of GWN Securities's portfolio in Q1 2026, its #277 holding.
  • GWN Securities first reported a position in Strive 500 ETF in Q2 2025 and has held it in 4 quarters since.
  • 137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.