N.E.W. Advisory Services’s Strive 500 ETF STXF Stock Holding History

N.E.W. Advisory Services’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	$283K	Hold	6,747	–	–	0.02%	185
2025 Q4	$297K	Hold	6,747	–	–	0.02%	170
2025 Q3	$291K	Sell	6,747 -111	-2%	-$4.61K	0.03%	160
2025 Q2	$275K	Hold	6,858	–	–	0.03%	157
2025 Q1	$247K	Hold	6,858	–	–	0.02%	188
2024 Q4	$259K	Hold	6,858	–	–	0.02%	167
2024 Q3	$253K	Buy	6,858 +96	+1%	+$3.41K	0.02%	167
2024 Q2	$236K	Sell	6,762 -2,246	-25%	-$75.6K	0.03%	160
2024 Q1	$303K	Hold	9,008	–	–	0.03%	135
2023 Q4	$275K	Buy	+9,008	New	+$258K	0.03%	137

Other funds holding STXF

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

N.E.W. Advisory Services's STXF Position: Q1 2026 in Review

N.E.W. Advisory Services held its Strive 500 ETF (STXF) position steady in Q1 2026 at 6,747 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #185.

N.E.W. Advisory Services first reported a position in STXF in Q4 2023 and has held it in 10 quarters since. The position peaked at $303K in Q1 2024. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

N.E.W. Advisory Services held 6,747 shares of Strive 500 ETF worth $283K as of Q1 2026.
N.E.W. Advisory Services left its Strive 500 ETF share count unchanged in Q1 2026.
Strive 500 ETF made up 0.02% of N.E.W. Advisory Services's portfolio in Q1 2026, its #185 holding.
N.E.W. Advisory Services first reported a position in Strive 500 ETF in Q4 2023 and has held it in 10 quarters since.
N.E.W. Advisory Services's Strive 500 ETF position peaked at $303K in Q1 2024.
137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.