NewEdge Advisors’s Strive 500 ETF STXF Stock Holding History

NewEdge 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	$426K	Sell	10,139 -23	-0.2%	-$1.01K	﹤0.01%	2111
2025 Q4	$448K	Sell	10,162 -18	-0.2%	-$787	﹤0.01%	2056
2025 Q3	$440K	Sell	10,180 -18	-0.2%	-$747	﹤0.01%	1910
2025 Q2	$409K	Hold	10,198	–	–	﹤0.01%	1819
2025 Q1	$368K	Buy	10,198 +91	+0.9%	+$3.45K	﹤0.01%	1761
2024 Q4	$382K	Hold	10,107	–	–	﹤0.01%	1725
2024 Q3	$372K	Sell	10,107 -80	-0.8%	-$2.84K	﹤0.01%	1652
2024 Q2	$356K	Buy	10,187 +20	+0.2%	+$673	﹤0.01%	1623
2024 Q1	$342K	Buy	10,167 +22	+0.2%	+$705	﹤0.01%	1567
2023 Q4	$317K	Buy	10,145 +456	+5%	+$13K	﹤0.01%	1526
2023 Q3	$265K	Buy	+9,689	New	+$276K	﹤0.01%	1490
2023 Q1	–	Sell	-1,931	Closed	-$46.8K	–	4078
2022 Q4	$46.8K	Buy	+1,931	New	+$47.2K	﹤0.01%	1746

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

NewEdge Advisors's STXF Position: Q1 2026 in Review

NewEdge Advisors reduced its Strive 500 ETF (STXF) stake by 0.23% in Q1 2026, selling an estimated $1.01K and leaving 10,139 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #2111.

NewEdge Advisors first reported a position in STXF in Q4 2022 and has held it in 12 quarters since. The position peaked at $448K in Q4 2025. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

NewEdge Advisors held 10,139 shares of Strive 500 ETF worth $426K as of Q1 2026.
NewEdge Advisors sold 23 Strive 500 ETF shares in Q1 2026, an estimated $1.01K.
Strive 500 ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2111 holding.
NewEdge Advisors first reported a position in Strive 500 ETF in Q4 2022 and has held it in 12 quarters since.
NewEdge Advisors's Strive 500 ETF position peaked at $448K in Q4 2025.
137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.