Jones Financial Companies
STXF

Jones Financial Companies’s Strive 500 ETF STXF Stock Holding History

Jones Financial Companies’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 		$10.3M Buy
252,244
+33,274
+15% +$1.46M 0.01% 814
2025
Q4 		$9.65M Buy
218,970
+28,944
+15% +$1.27M 0.01% 463
2025
Q3 		$8.15M Buy
190,026
+37,973
+25% +$1.58M 0.01% 450
2025
Q2 		$6.06M Buy
152,053
+22,353
+17% +$826K ﹤0.01% 453
2025
Q1 		$4.64M Buy
129,700
+54,955
+74% +$2.09M ﹤0.01% 443
2024
Q4 		$2.83M Buy
74,745
+48,388
+184% +$1.84M ﹤0.01% 479
2024
Q3 		$967K Buy
26,357
+17,610
+201% +$625K ﹤0.01% 620
2024
Q2 		$306K Buy
+8,747
New +$294K ﹤0.01% 688

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
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

Jones Financial Companies's STXF Position: Q1 2026 in Review

Jones Financial Companies increased its Strive 500 ETF (STXF) stake by 15% in Q1 2026, buying an estimated $1.46M and bringing the position to 252,244 shares worth $10.3M. The position accounts for 0.01% of the portfolio, ranked #814.

Jones Financial Companies first reported a position in STXF in Q2 2024 and has held it in 8 quarters since. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

  • Jones Financial Companies held 252,244 shares of Strive 500 ETF worth $10.3M as of Q1 2026.
  • Jones Financial Companies bought 33,274 Strive 500 ETF shares in Q1 2026, an estimated $1.46M.
  • Strive 500 ETF made up 0.01% of Jones Financial Companies's portfolio in Q1 2026, its #814 holding.
  • Jones Financial Companies first reported a position in Strive 500 ETF in Q2 2024 and has held it in 8 quarters since.
  • 137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.