OPS
STXF

Orion Portfolio Solutions’s Strive 500 ETF STXF Stock Holding History

Orion Portfolio Solutions’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
Q1 		$1.15M Buy
+31,756
New +$1.2M 0.01% 1006

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $461M AUM 20.77% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return

Orion Portfolio Solutions's STXF Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in Strive 500 ETF (STXF) in Q1 2025: 31,756 shares worth $1.15M. The stake represents 0.01% of the portfolio and ranks #1006 among its holdings.

116 funds tracked by Wall St. Rank hold STXF as of Q1 2025.

  • Orion Portfolio Solutions held 31,756 shares of Strive 500 ETF worth $1.15M as of Q1 2025.
  • Strive 500 ETF was a new Orion Portfolio Solutions position in Q1 2025.
  • Strive 500 ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1006 holding.
  • 116 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.