Orion Portfolio Solutions
STXT icon

Orion Portfolio Solutions’s Strive Total Return Bond ETF STXT Stock Holding History

Orion Portfolio Solutions’s Portfolio STXT Stock Details STXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$394K Buy
19,569
+1,991
+11% +$39.7K ﹤0.01% 1509
2024
Q4 		$348K Buy
17,578
+1,732
+11% +$34.9K ﹤0.01% 1482
2024
Q3 		$329K Sell
15,846
-695
-4% -$14.3K ﹤0.01% 1492
2024
Q2 		$330K Buy
16,541
+2,896
+21% +$57.6K ﹤0.01% 1429
2024
Q1 		$275K Buy
+13,645
New +$276K ﹤0.01% 1492

Other funds holding STXT

McIlrath & Eck
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
OxenFree Capital
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
Holistic Planning
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
WealthPLAN Partners
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return
Advyzon Investment Management
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
Ethos Financial Group
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
Authentikos Wealth Advisory
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return

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

Orion Portfolio Solutions increased its Strive Total Return Bond ETF (STXT) stake by 11% in Q1 2025, buying an estimated $39.7K and bringing the position to 19,569 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #1509.

Orion Portfolio Solutions first reported a position in STXT in Q1 2024 and has held it in 5 quarters since. 27 funds tracked by Wall St. Rank hold STXT as of Q1 2025.

  • Orion Portfolio Solutions held 19,569 shares of Strive Total Return Bond ETF worth $394K as of Q1 2025.
  • Orion Portfolio Solutions bought 1,991 Strive Total Return Bond ETF shares in Q1 2025, an estimated $39.7K.
  • Strive Total Return Bond ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1509 holding.
  • Orion Portfolio Solutions first reported a position in Strive Total Return Bond ETF in Q1 2024 and has held it in 5 quarters since.
  • 27 funds tracked by Wall St. Rank held Strive Total Return Bond ETF as of Q1 2025.

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