IAIM
STXF

International Assets Investment Management’s Strive 500 ETF STXF Stock Holding History

International Assets Investment 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
2024
Q4 		– Sell
-20,924
Closed -$568 – 1789
2024
Q3 		$568 Buy
+20,924
New +$743K ﹤0.01% 1310

Other funds holding STXF

SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return
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
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $461M AUM 20.77% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return

International Assets Investment Management's STXF Position: Q4 2024 in Review

International Assets Investment Management sold out of Strive 500 ETF (STXF) in Q4 2024, closing a stake of 20,924 shares — an estimated $568 sold.

International Assets Investment Management first reported a position in STXF in Q3 2024 and held it in 1 quarter. The position peaked at $568 in Q3 2024. 119 funds tracked by Wall St. Rank hold STXF as of Q4 2024.

  • International Assets Investment Management reported no remaining Strive 500 ETF position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 20,924 Strive 500 ETF shares in Q4 2024, an estimated $568.
  • International Assets Investment Management first reported a position in Strive 500 ETF in Q3 2024 and held it in 1 quarter.
  • International Assets Investment Management's Strive 500 ETF position peaked at $568 in Q3 2024.
  • 119 funds tracked by Wall St. Rank held Strive 500 ETF as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.