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IFP Advisors’s Strive Emerging Markets ex-China ETF STXE Stock Holding History

IFP Advisors’s Portfolio STXE Stock Details STXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-13,838
Closed -$346K – 3325
2023
Q3 		$346K Buy
13,838
+13,809
+47,617% +$362K 0.02% 727
2023
Q2 		$764 Buy
+29
New +$742 ﹤0.01% 3130

Other funds holding STXE

ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFP Advisors's STXE Position: Q4 2023 in Review

IFP Advisors sold out of Strive Emerging Markets ex-China ETF (STXE) in Q4 2023, closing a stake of 13,838 shares — an estimated $346K sold.

IFP Advisors first reported a position in STXE in Q2 2023 and held it in 2 quarters. The position peaked at $346K in Q3 2023. 25 funds tracked by Wall St. Rank hold STXE as of Q4 2023.

  • IFP Advisors reported no remaining Strive Emerging Markets ex-China ETF position as of Q4 2023 after selling out during the quarter.
  • IFP Advisors sold 13,838 Strive Emerging Markets ex-China ETF shares in Q4 2023, an estimated $346K.
  • IFP Advisors first reported a position in Strive Emerging Markets ex-China ETF in Q2 2023 and held it in 2 quarters.
  • IFP Advisors's Strive Emerging Markets ex-China ETF position peaked at $346K in Q3 2023.
  • 25 funds tracked by Wall St. Rank held Strive Emerging Markets ex-China ETF as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.