Legacy Financial Group (Iowa)
STXF

Legacy Financial Group (Iowa)’s Strive 500 ETF STXF Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-132
Closed -$3.62K – 449
2023
Q3 		$3.62K Buy
+132
New +$3.76K ﹤0.01% 417

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

Legacy Financial Group (Iowa) sold out of Strive 500 ETF (STXF) in Q4 2023, closing a stake of 132 shares — an estimated $3.62K sold.

Legacy Financial Group (Iowa) first reported a position in STXF in Q3 2023 and held it in 1 quarter. The position peaked at $3.62K in Q3 2023. 78 funds tracked by Wall St. Rank hold STXF as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Strive 500 ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 132 Strive 500 ETF shares in Q4 2023, an estimated $3.62K.
  • Legacy Financial Group (Iowa) first reported a position in Strive 500 ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Strive 500 ETF position peaked at $3.62K in Q3 2023.
  • 78 funds tracked by Wall St. Rank held Strive 500 ETF as of Q4 2023.

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