NF
STXF

Nikulski Financial’s Strive 500 ETF STXF Stock Holding History

Nikulski Financial’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
2025
Q4 		– Sell
-6,992
Closed -$302K – 180
2025
Q3 		$302K Sell
6,992
-238
-3% -$9.87K 0.08% 129
2025
Q2 		$290K Buy
7,230
+1,250
+21% +$46.2K 0.08% 128
2025
Q1 		$216K Buy
+5,980
New +$227K 0.07% 131

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $454M AUM 20.18% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Nikulski Financial's STXF Position: Q4 2025 in Review

Nikulski Financial sold out of Strive 500 ETF (STXF) in Q4 2025, closing a stake of 6,992 shares — an estimated $302K sold.

Nikulski Financial first reported a position in STXF in Q1 2025 and held it in 3 quarters. The position peaked at $302K in Q3 2025. 134 funds tracked by Wall St. Rank hold STXF as of Q4 2025.

  • Nikulski Financial reported no remaining Strive 500 ETF position as of Q4 2025 after selling out during the quarter.
  • Nikulski Financial sold 6,992 Strive 500 ETF shares in Q4 2025, an estimated $302K.
  • Nikulski Financial first reported a position in Strive 500 ETF in Q1 2025 and held it in 3 quarters.
  • Nikulski Financial's Strive 500 ETF position peaked at $302K in Q3 2025.
  • 134 funds tracked by Wall St. Rank held Strive 500 ETF as of Q4 2025.

Based on Nikulski Financial's 13F filing for Q4 2025, filed 15 Jan 2026.