OPS
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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

ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 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.