PCWA
STXF

Pacific Capital Wealth Advisors’s Strive 500 ETF STXF Stock Holding History

Pacific Capital Wealth Advisors’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
Q2 		– Sell
-9,258
Closed -$334K – 82
2025
Q1 		$334K Hold
9,258
– – 0.06% 63
2024
Q4 		$350K Hold
9,258
– – 0.06% 59
2024
Q3 		$341K Buy
9,258
+2,231
+32% +$79.2K 0.06% 58
2024
Q2 		$246K Hold
7,027
– – 0.04% 64
2024
Q1 		$237K Hold
7,027
– – 0.06% 58
2023
Q4 		$215K Buy
+7,027
New +$201K 0.05% 61

Other funds holding STXF

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
SAM
Strive Asset Management Dublin, Ohio $184M AUM 29.16% 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 $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
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
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return

Pacific Capital Wealth Advisors's STXF Position: Q2 2025 in Review

Pacific Capital Wealth Advisors sold out of Strive 500 ETF (STXF) in Q2 2025, closing a stake of 9,258 shares — an estimated $334K sold.

Pacific Capital Wealth Advisors first reported a position in STXF in Q4 2023 and held it in 6 quarters. The position peaked at $350K in Q4 2024. 116 funds tracked by Wall St. Rank hold STXF as of Q2 2025.

  • Pacific Capital Wealth Advisors reported no remaining Strive 500 ETF position as of Q2 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 9,258 Strive 500 ETF shares in Q2 2025, an estimated $334K.
  • Pacific Capital Wealth Advisors first reported a position in Strive 500 ETF in Q4 2023 and held it in 6 quarters.
  • Pacific Capital Wealth Advisors's Strive 500 ETF position peaked at $350K in Q4 2024.
  • 116 funds tracked by Wall St. Rank held Strive 500 ETF as of Q2 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.