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
Q2 		$226K Buy
+4,674
New +$219K ﹤0.01% 795
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 $369B AUM 28.27% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $454M AUM 20.18% 1-Year Est. Return

Moneta Group Investment Advisors's STXF Position: Q2 2026 in Review

Moneta Group Investment Advisors opened a new position in Strive 500 ETF (STXF) in Q2 2026: 4,674 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #795 among its holdings. This is a return to the name: Moneta Group Investment Advisors previously reported a position in STXF as recently as Q4 2025.

Moneta Group Investment Advisors first reported a position in STXF in Q3 2025 and has held it in 3 quarters since. 141 funds tracked by Wall St. Rank hold STXF as of Q2 2026.

  • Moneta Group Investment Advisors held 4,674 shares of Strive 500 ETF worth $226K as of Q2 2026.
  • Strive 500 ETF was a new Moneta Group Investment Advisors position in Q2 2026.
  • Strive 500 ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #795 holding.
  • Moneta Group Investment Advisors first reported a position in Strive 500 ETF in Q3 2025 and has held it in 3 quarters since.
  • 141 funds tracked by Wall St. Rank held Strive 500 ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.