Northwestern Mutual Wealth Management
STXF

Northwestern Mutual Wealth Management’s Strive 500 ETF STXF Stock Holding History

Northwestern Mutual Wealth Management’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 		$9.38M Buy
223,565
+22,827
+11% +$1M 0.01% 621
2025
Q4 		$8.85M Sell
200,738
-997
-0.5% -$43.6K 0.01% 607
2025
Q3 		$8.71M Sell
201,735
-2,788
-1% -$116K 0.01% 576
2025
Q2 		$8.19M Buy
204,523
+87,546
+75% +$3.23M 0.01% 549
2025
Q1 		$4.22M Buy
116,977
+4,173
+4% +$158K ﹤0.01% 701
2024
Q4 		$4.26M Buy
112,804
+2,406
+2% +$91.3K ﹤0.01% 661
2024
Q3 		$4.07M Buy
110,398
+5,698
+5% +$202K ﹤0.01% 667
2024
Q2 		$3.66M Buy
104,700
+103,124
+6,543% +$3.47M ﹤0.01% 657
2024
Q1 		$53K Sell
1,576
-524
-25% -$16.8K ﹤0.01% 2048
2023
Q4 		$64.2K Buy
+2,100
New +$60.1K ﹤0.01% 1949

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

Northwestern Mutual Wealth Management's STXF Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Strive 500 ETF (STXF) stake by 11% in Q1 2026, buying an estimated $1M and bringing the position to 223,565 shares worth $9.38M. The position accounts for 0.01% of the portfolio, ranked #621.

Northwestern Mutual Wealth Management first reported a position in STXF in Q4 2023 and has held it in 10 quarters since. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

  • Northwestern Mutual Wealth Management held 223,565 shares of Strive 500 ETF worth $9.38M as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 22,827 Strive 500 ETF shares in Q1 2026, an estimated $1M.
  • Strive 500 ETF made up 0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #621 holding.
  • Northwestern Mutual Wealth Management first reported a position in Strive 500 ETF in Q4 2023 and has held it in 10 quarters since.
  • 137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.