Legacy Financial Group (Iowa)
STXE icon

Legacy Financial Group (Iowa)’s Strive Emerging Markets ex-China ETF STXE Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio STXE Stock Details STXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-492
Closed -$12.3K – 450
2023
Q3 		$12.3K Buy
+492
New +$12.9K ﹤0.01% 321

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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJFSA
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OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legacy Financial Group (Iowa)'s STXE Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Strive Emerging Markets ex-China ETF (STXE) in Q4 2023, closing a stake of 492 shares — an estimated $12.3K sold.

Legacy Financial Group (Iowa) first reported a position in STXE in Q3 2023 and held it in 1 quarter. The position peaked at $12.3K in Q3 2023. 25 funds tracked by Wall St. Rank hold STXE as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Strive Emerging Markets ex-China ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 492 Strive Emerging Markets ex-China ETF shares in Q4 2023, an estimated $12.3K.
  • Legacy Financial Group (Iowa) first reported a position in Strive Emerging Markets ex-China ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Strive Emerging Markets ex-China ETF position peaked at $12.3K in Q3 2023.
  • 25 funds tracked by Wall St. Rank held Strive Emerging Markets ex-China ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.