HBW
STXF

Hazlett, Burt & Watson’s Strive 500 ETF STXF Stock Holding History

Hazlett, Burt & Watson’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 		$42K Hold
994
– – 0.01% 477
2025
Q4 		$45K Buy
994
+400
+67% +$17.5K 0.01% 462
2025
Q3 		$25K Buy
+594
New +$24.6K 0.01% 528

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

Hazlett, Burt & Watson's STXF Position: Q1 2026 in Review

Hazlett, Burt & Watson held its Strive 500 ETF (STXF) position steady in Q1 2026 at 994 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #477.

Hazlett, Burt & Watson first reported a position in STXF in Q3 2025 and has held it in 3 quarters since. The position peaked at $45K in Q4 2025. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

  • Hazlett, Burt & Watson held 994 shares of Strive 500 ETF worth $42K as of Q1 2026.
  • Hazlett, Burt & Watson left its Strive 500 ETF share count unchanged in Q1 2026.
  • Strive 500 ETF made up 0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #477 holding.
  • Hazlett, Burt & Watson first reported a position in Strive 500 ETF in Q3 2025 and has held it in 3 quarters since.
  • Hazlett, Burt & Watson's Strive 500 ETF position peaked at $45K in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.