HI
STXF

Harbour Investments’s Strive 500 ETF STXF Stock Holding History

Harbour Investments’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 		$365K Sell
8,704
-50
-0.6% -$2.19K 0.01% 1206
2025
Q4 		$386K Sell
8,754
-1,330
-13% -$58.2K 0.01% 969
2025
Q3 		$436K Sell
10,084
-3,489
-26% -$145K 0.01% 881
2025
Q2 		$544K Buy
13,573
+4,610
+51% +$170K 0.01% 744
2025
Q1 		$323K Buy
8,963
+4,582
+105% +$174K 0.01% 887
2024
Q4 		$166K Buy
4,381
+1,904
+77% +$72.3K ﹤0.01% 1134
2024
Q3 		$91.3K Buy
2,477
+349
+16% +$12.4K ﹤0.01% 1373
2024
Q2 		$74.4K Buy
2,128
+325
+18% +$10.9K ﹤0.01% 1372
2024
Q1 		$60.7K Buy
1,803
+411
+30% +$13.2K ﹤0.01% 1437
2023
Q4 		$42.6K Buy
1,392
+370
+36% +$10.6K ﹤0.01% 1531
2023
Q3 		$28K Buy
1,022
+661
+183% +$18.8K ﹤0.01% 1606
2023
Q2 		$10.2K Buy
361
+338
+1,470% +$9.05K ﹤0.01% 2017
2023
Q1 		$604 Buy
23
+3
+15% +$76 ﹤0.01% 2774
2022
Q4 		$485 Buy
+20
New +$489 ﹤0.01% 2797

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

Harbour Investments's STXF Position: Q1 2026 in Review

Harbour Investments reduced its Strive 500 ETF (STXF) stake by 0.57% in Q1 2026, selling an estimated $2.19K and leaving 8,704 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #1206.

Harbour Investments first reported a position in STXF in Q4 2022 and has held it in 14 quarters since. The position peaked at $544K in Q2 2025. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

  • Harbour Investments held 8,704 shares of Strive 500 ETF worth $365K as of Q1 2026.
  • Harbour Investments sold 50 Strive 500 ETF shares in Q1 2026, an estimated $2.19K.
  • Strive 500 ETF made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #1206 holding.
  • Harbour Investments first reported a position in Strive 500 ETF in Q4 2022 and has held it in 14 quarters since.
  • Harbour Investments's Strive 500 ETF position peaked at $544K in Q2 2025.
  • 137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.