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
-568
Closed -$20.9K – 1789
2024
Q3 		$20.9K Buy
+568
New +$20.2K ﹤0.01% 1359

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 $369B AUM 28.27% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $454M AUM 20.17% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 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 568 shares — an estimated $20.9K sold.

International Assets Investment Management first reported a position in STXF in Q3 2024 and held it in 1 quarter. The position peaked at $20.9K 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 568 Strive 500 ETF shares in Q4 2024, an estimated $20.9K.
  • 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 $20.9K 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.