Kestra Advisory Services’s Strive 500 ETF STXF Stock Holding History

Kestra Advisory Services’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	$11.2M	Buy	267,802 +99,805	+59%	+$4.38M	0.04%	425
2025 Q4	$7.41M	Buy	167,997 +109,935	+189%	+$4.81M	0.03%	535
2025 Q3	$2.51M	Buy	58,062 +1,729	+3%	+$71.7K	0.01%	1035
2025 Q2	$2.26M	Sell	56,333 -358	-0.6%	-$13.2K	0.01%	1017
2025 Q1	$2.04M	Buy	56,691 +584	+1%	+$22.2K	0.01%	978
2024 Q4	$2.12M	Buy	56,107 +3,012	+6%	+$114K	0.01%	969
2024 Q3	$1.96M	Buy	53,095 +3,449	+7%	+$122K	0.01%	962
2024 Q2	$1.74M	Buy	49,646 +791	+2%	+$26.6K	0.01%	1032
2024 Q1	$1.64M	Buy	48,855 +16,786	+52%	+$538K	0.01%	973
2023 Q4	$980K	Buy	32,069 +4,352	+16%	+$125K	0.01%	1130
2023 Q3	$759K	Buy	27,717 +15,828	+133%	+$451K	0.01%	1140
2023 Q2	$337K	Buy	+11,889	New	+$319K	﹤0.01%	1540

Other funds holding STXF

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

EFG

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

Kestra Advisory Services's STXF Position: Q1 2026 in Review

Kestra Advisory Services increased its Strive 500 ETF (STXF) stake by 59% in Q1 2026, buying an estimated $4.38M and bringing the position to 267,802 shares worth $11.2M. The position accounts for 0.04% of the portfolio, ranked #425.

Kestra Advisory Services first reported a position in STXF in Q2 2023 and has held it in 12 quarters since. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

Kestra Advisory Services held 267,802 shares of Strive 500 ETF worth $11.2M as of Q1 2026.
Kestra Advisory Services bought 99,805 Strive 500 ETF shares in Q1 2026, an estimated $4.38M.
Strive 500 ETF made up 0.04% of Kestra Advisory Services's portfolio in Q1 2026, its #425 holding.
Kestra Advisory Services first reported a position in Strive 500 ETF in Q2 2023 and has held it in 12 quarters since.
137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.