MGIA
STXF

Moneta Group Investment Advisors’s Strive 500 ETF STXF Stock Holding History

Moneta Group Investment Advisors’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
-4,659
Closed -$205K – 852
2025
Q4 		$205K Buy
4,659
+8
+0.2% +$350 ﹤0.01% 775
2025
Q3 		$201K Buy
+4,651
New +$193K ﹤0.01% 761

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

Moneta Group Investment Advisors's STXF Position: Q1 2026 in Review

Moneta Group Investment Advisors sold out of Strive 500 ETF (STXF) in Q1 2026, closing a stake of 4,659 shares — an estimated $205K sold.

Moneta Group Investment Advisors first reported a position in STXF in Q3 2025 and held it in 2 quarters. The position peaked at $205K in Q4 2025. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

  • Moneta Group Investment Advisors reported no remaining Strive 500 ETF position as of Q1 2026 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 4,659 Strive 500 ETF shares in Q1 2026, an estimated $205K.
  • Moneta Group Investment Advisors first reported a position in Strive 500 ETF in Q3 2025 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Strive 500 ETF position peaked at $205K in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.