IWM
STXF

Immaculate Wealth Management’s Strive 500 ETF STXF Stock Holding History

Immaculate Wealth Management’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 		$728K Buy
+17,347
New +$761K 5.75% 9

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

Immaculate Wealth Management's STXF Position: Q1 2026 in Review

Immaculate Wealth Management opened a new position in Strive 500 ETF (STXF) in Q1 2026: 17,347 shares worth $728K. The stake represents 5.75% of the portfolio and ranks #9 among its holdings.

137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

  • Immaculate Wealth Management held 17,347 shares of Strive 500 ETF worth $728K as of Q1 2026.
  • Strive 500 ETF was a new Immaculate Wealth Management position in Q1 2026.
  • Strive 500 ETF made up 5.75% of Immaculate Wealth Management's portfolio in Q1 2026, its #9 holding.
  • 137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on Immaculate Wealth Management's 13F filing for Q1 2026, filed 29 May 2026.