PP
STXF

PDS Planning’s Strive 500 ETF STXF Stock Holding History

PDS Planning’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 		$819K Buy
19,525
+294
+2% +$12.9K 0.05% 173
2025
Q4 		$848K Buy
19,231
+585
+3% +$25.6K 0.06% 163
2025
Q3 		$805K Buy
18,646
+182
+1% +$7.55K 0.06% 167
2025
Q2 		$740K Buy
18,464
+63
+0.3% +$2.33K 0.06% 169
2025
Q1 		$664K Buy
18,401
+44
+0.2% +$1.67K 0.06% 169
2024
Q4 		$694K Buy
18,357
+1,323
+8% +$50.2K 0.06% 139
2024
Q3 		$628K Buy
17,034
+4,583
+37% +$163K 0.06% 155
2024
Q2 		$435K Buy
12,451
+2,722
+28% +$91.6K 0.04% 192
2024
Q1 		$327K Buy
9,729
+28
+0.3% +$897 0.03% 236
2023
Q4 		$297K Sell
9,701
-913
-9% -$26.1K 0.03% 234
2023
Q3 		$291K Buy
+10,614
New +$302K 0.04% 219

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

PDS Planning's STXF Position: Q1 2026 in Review

PDS Planning increased its Strive 500 ETF (STXF) stake by 1.5% in Q1 2026, buying an estimated $12.9K and bringing the position to 19,525 shares worth $819K. The position accounts for 0.05% of the portfolio, ranked #173.

PDS Planning first reported a position in STXF in Q3 2023 and has held it in 11 quarters since. The position peaked at $848K in Q4 2025. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

  • PDS Planning held 19,525 shares of Strive 500 ETF worth $819K as of Q1 2026.
  • PDS Planning bought 294 Strive 500 ETF shares in Q1 2026, an estimated $12.9K.
  • Strive 500 ETF made up 0.05% of PDS Planning's portfolio in Q1 2026, its #173 holding.
  • PDS Planning first reported a position in Strive 500 ETF in Q3 2023 and has held it in 11 quarters since.
  • PDS Planning's Strive 500 ETF position peaked at $848K in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

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