P
STXF

&Partners’s Strive 500 ETF STXF Stock Holding History

&Partners’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 		$1.34M Sell
31,950
-16,042
-33% -$704K 0.01% 1133
2025
Q4 		$2.12M Sell
47,992
-192
-0.4% -$8.4K 0.01% 828
2025
Q3 		$2.08M Buy
48,184
+9,706
+25% +$403K 0.01% 735
2025
Q2 		$1.54M Buy
38,478
+19,765
+106% +$730K 0.01% 781
2025
Q1 		$670K Sell
18,713
-2,113
-10% -$80.2K 0.01% 999
2024
Q4 		$795K Buy
20,826
+2,722
+15% +$103K 0.01% 868
2024
Q3 		$667K Buy
18,104
+2,073
+13% +$73.6K 0.01% 733
2024
Q2 		$561K Buy
+16,031
New +$540K 0.02% 503

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

&Partners's STXF Position: Q1 2026 in Review

&Partners reduced its Strive 500 ETF (STXF) stake by 33% in Q1 2026, selling an estimated $704K and leaving 31,950 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #1133.

&Partners first reported a position in STXF in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.12M in Q4 2025. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

  • &Partners held 31,950 shares of Strive 500 ETF worth $1.34M as of Q1 2026.
  • &Partners sold 16,042 Strive 500 ETF shares in Q1 2026, an estimated $704K.
  • Strive 500 ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #1133 holding.
  • &Partners first reported a position in Strive 500 ETF in Q2 2024 and has held it in 8 quarters since.
  • &Partners's Strive 500 ETF position peaked at $2.12M in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.