LW
STXF

Linscomb Wealth’s Strive 500 ETF STXF Stock Holding History

Linscomb Wealth’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 		– Sell
-8,690
Closed -$383K – 353
2025
Q4 		$383K Hold
8,690
– – 0.02% 243
2025
Q3 		$375K Hold
8,690
– – 0.02% 247
2025
Q2 		$348K Buy
+8,690
New +$321K 0.02% 257

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

Linscomb Wealth's STXF Position: Q1 2026 in Review

Linscomb Wealth sold out of Strive 500 ETF (STXF) in Q1 2026, closing a stake of 8,690 shares — an estimated $383K sold.

Linscomb Wealth first reported a position in STXF in Q2 2025 and held it in 3 quarters. The position peaked at $383K in Q4 2025. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

  • Linscomb Wealth reported no remaining Strive 500 ETF position as of Q1 2026 after selling out during the quarter.
  • Linscomb Wealth sold 8,690 Strive 500 ETF shares in Q1 2026, an estimated $383K.
  • Linscomb Wealth first reported a position in Strive 500 ETF in Q2 2025 and held it in 3 quarters.
  • Linscomb Wealth's Strive 500 ETF position peaked at $383K in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.