IWM
STEX

IHT Wealth Management’s Streamex Corp STEX Stock Holding History

IHT Wealth Management’s Portfolio STEX Stock Details STEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,596
Closed -$6.37K – 1156
2025
Q1 		$6.37K Hold
10,596
– – ﹤0.01% 1082
2024
Q4 		$15.8K Buy
+10,596
New +$16.2K ﹤0.01% 1072
2024
Q1 		– Sell
-6,596
Closed -$31.3K – 1019
2023
Q4 		$31.3K Buy
6,596
+120
+2% +$497 ﹤0.01% 965
2023
Q3 		$31.7K Buy
6,476
+900
+16% +$6.75K ﹤0.01% 951
2023
Q2 		$69.7K Buy
5,576
+31
+0.6% +$397 ﹤0.01% 942
2023
Q1 		$63.2K Buy
5,545
+2,050
+59% +$20K ﹤0.01% 924
2022
Q4 		$14.7K Buy
3,495
+350
+11% +$1.73K ﹤0.01% 893
2022
Q3 		$20K Buy
3,145
+1,100
+54% +$8.56K ﹤0.01% 856
2022
Q2 		$13K Sell
2,045
-300
-13% -$2.82K ﹤0.01% 727
2022
Q1 		$27K Hold
2,345
– – ﹤0.01% 753
2021
Q4 		$52K Sell
2,345
-250
-10% -$6.87K ﹤0.01% 786
2021
Q3 		$77K Buy
2,595
+1,200
+86% +$39K 0.01% 781
2021
Q2 		$54K Sell
1,395
-100
-7% -$3.73K ﹤0.01% 926
2021
Q1 		$64K Buy
1,495
+100
+7% +$4.67K ﹤0.01% 816
2020
Q4 		$54K Hold
1,395
– – ﹤0.01% 733
2020
Q3 		$69K Sell
1,395
-80
-5% -$5.93K 0.01% 644
2020
Q2 		$106K Buy
1,475
+80
+6% +$6.96K 0.01% 557
2020
Q1 		$58K Sell
1,395
-100
-7% -$4.47K 0.01% 528
2019
Q4 		$89K Sell
1,495
-258
-15% -$17.4K 0.01% 599
2019
Q3 		$145K Buy
+1,753
New +$136K 0.02% 568

Other funds holding STEX

LIS
Legacy Investment Solutions Meridian, Idaho $192M AUM
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IHT Wealth Management's STEX Position: Q2 2025 in Review

IHT Wealth Management sold out of Streamex Corp (STEX) in Q2 2025, closing a stake of 10,596 shares — an estimated $6.37K sold.

IHT Wealth Management first reported a position in STEX in Q3 2019 and held it in 20 quarters. The position peaked at $145K in Q3 2019. 34 funds tracked by Wall St. Rank hold STEX as of Q2 2025.

  • IHT Wealth Management reported no remaining Streamex Corp position as of Q2 2025 after selling out during the quarter.
  • IHT Wealth Management sold 10,596 Streamex Corp shares in Q2 2025, an estimated $6.37K.
  • IHT Wealth Management first reported a position in Streamex Corp in Q3 2019 and held it in 20 quarters.
  • IHT Wealth Management's Streamex Corp position peaked at $145K in Q3 2019.
  • 34 funds tracked by Wall St. Rank held Streamex Corp as of Q2 2025.

Based on IHT Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.