HW
STXF

HORAN Wealth’s Strive 500 ETF STXF Stock Holding History

HORAN Wealth’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 		$252K Hold
5,710
– – 0.02% 174
2025
Q4 		$252K Buy
5,710
+31
+0.5% +$1.36K 0.04% 156
2025
Q3 		$245K Buy
+5,679
New +$236K 0.04% 174

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

HORAN Wealth's STXF Position: Q1 2026 in Review

HORAN Wealth held its Strive 500 ETF (STXF) position steady in Q1 2026 at 5,710 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #174.

HORAN Wealth first reported a position in STXF in Q3 2025 and has held it in 3 quarters since. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

  • HORAN Wealth held 5,710 shares of Strive 500 ETF worth $252K as of Q1 2026.
  • HORAN Wealth left its Strive 500 ETF share count unchanged in Q1 2026.
  • Strive 500 ETF made up 0.02% of HORAN Wealth's portfolio in Q1 2026, its #174 holding.
  • HORAN Wealth first reported a position in Strive 500 ETF in Q3 2025 and has held it in 3 quarters since.
  • 137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on HORAN Wealth's 13F filing for Q1 2026, filed 8 May 2026.