Hardy Reed’s Strive 500 ETF STXF Stock Holding History

Hardy Reed’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 Q1	–	Sell	-7,000	Closed	-$214K	–	129
2023 Q4	$214K	Buy	+7,000	New	+$200K	0.03%	113

Other funds holding STXF

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SRA

Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Hardy Reed's STXF Position: Q1 2024 in Review

Hardy Reed sold out of Strive 500 ETF (STXF) in Q1 2024, closing a stake of 7,000 shares — an estimated $214K sold.

Hardy Reed first reported a position in STXF in Q4 2023 and held it in 1 quarter. The position peaked at $214K in Q4 2023. 83 funds tracked by Wall St. Rank hold STXF as of Q1 2024.

Hardy Reed reported no remaining Strive 500 ETF position as of Q1 2024 after selling out during the quarter.
Hardy Reed sold 7,000 Strive 500 ETF shares in Q1 2024, an estimated $214K.
Hardy Reed first reported a position in Strive 500 ETF in Q4 2023 and held it in 1 quarter.
Hardy Reed's Strive 500 ETF position peaked at $214K in Q4 2023.
83 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2024.

Based on Hardy Reed's 13F filing for Q1 2024, filed 2 May 2024.