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PDS Planning’s Strive Emerging Markets ex-China ETF STXE Stock Holding History

PDS Planning’s Portfolio STXE Stock Details STXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$376K Sell
9,632
-2,481
-20% -$99.8K 0.02% 331
2025
Q4 		$435K Sell
12,113
-946
-7% -$32.9K 0.03% 287
2025
Q3 		$429K Buy
13,059
+112
+0.9% +$3.56K 0.03% 283
2025
Q2 		$402K Buy
12,947
+62
+0.5% +$1.79K 0.03% 285
2025
Q1 		$352K Sell
12,885
-89
-0.7% -$2.47K 0.03% 286
2024
Q4 		$358K Buy
12,974
+392
+3% +$11.5K 0.03% 252
2024
Q3 		$382K Buy
12,582
+200
+2% +$6.04K 0.03% 242
2024
Q2 		$368K Buy
12,382
+2,193
+22% +$63.1K 0.04% 221
2024
Q1 		$293K Hold
10,189
– – 0.03% 269
2023
Q4 		$283K Sell
10,189
-674
-6% -$17.3K 0.03% 247
2023
Q3 		$272K Buy
+10,863
New +$285K 0.04% 225

Other funds holding STXE

ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

PDS Planning's STXE Position: Q1 2026 in Review

PDS Planning reduced its Strive Emerging Markets ex-China ETF (STXE) stake by 20% in Q1 2026, selling an estimated $99.8K and leaving 9,632 shares worth $376K. The position accounts for 0.02% of the portfolio, ranked #331.

PDS Planning first reported a position in STXE in Q3 2023 and has held it in 11 quarters since. The position peaked at $435K in Q4 2025. 37 funds tracked by Wall St. Rank hold STXE as of Q1 2026.

  • PDS Planning held 9,632 shares of Strive Emerging Markets ex-China ETF worth $376K as of Q1 2026.
  • PDS Planning sold 2,481 Strive Emerging Markets ex-China ETF shares in Q1 2026, an estimated $99.8K.
  • Strive Emerging Markets ex-China ETF made up 0.02% of PDS Planning's portfolio in Q1 2026, its #331 holding.
  • PDS Planning first reported a position in Strive Emerging Markets ex-China ETF in Q3 2023 and has held it in 11 quarters since.
  • PDS Planning's Strive Emerging Markets ex-China ETF position peaked at $435K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Strive Emerging Markets ex-China ETF as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.