IAA
STXF

Independent Advisor Alliance’s Strive 500 ETF STXF Stock Holding History

Independent Advisor Alliance’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 		$818K Buy
+19,488
New +$855K 0.01% 924
2025
Q1 		– Sell
-13,022
Closed -$492K – 1307
2024
Q4 		$492K Buy
+13,022
New +$494K 0.01% 965

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

Independent Advisor Alliance's STXF Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Strive 500 ETF (STXF) in Q1 2026: 19,488 shares worth $818K. The stake represents 0.01% of the portfolio and ranks #924 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in STXF as recently as Q4 2024.

Independent Advisor Alliance first reported a position in STXF in Q4 2024 and has held it in 2 quarters since. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

  • Independent Advisor Alliance held 19,488 shares of Strive 500 ETF worth $818K as of Q1 2026.
  • Strive 500 ETF was a new Independent Advisor Alliance position in Q1 2026.
  • Strive 500 ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #924 holding.
  • Independent Advisor Alliance first reported a position in Strive 500 ETF in Q4 2024 and has held it in 2 quarters since.
  • 137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.