Pin Oak Investment Advisors’s Strive 500 ETF STXF Stock Holding History

Pin Oak Investment 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
2026 Q1	$803K	Sell	19,135 -3,306	-15%	-$145K	0.57%	39
2025 Q4	$998K	Sell	22,441 -3,530	-14%	-$154K	0.7%	33
2025 Q3	$1.12M	Buy	25,971 +3,390	+15%	+$141K	0.8%	31
2025 Q2	$814K	Buy	22,581 +2,747	+14%	+$101K	0.69%	31
2025 Q1	$808K	Buy	19,834 +2,294	+13%	+$87K	0.62%	34
2024 Q4	$646K	Hold	17,540	–	–	0.59%	34
2024 Q3	$646K	Buy	17,540 +3,605	+26%	+$128K	0.59%	34
2024 Q2	$487K	Buy	13,935 +5,485	+65%	+$185K	0.47%	41
2024 Q1	$284K	Buy	+8,450	New	+$271K	0.27%	61

Other funds holding STXF

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Pin Oak Investment Advisors's STXF Position: Q1 2026 in Review

Pin Oak Investment Advisors reduced its Strive 500 ETF (STXF) stake by 15% in Q1 2026, selling an estimated $145K and leaving 19,135 shares worth $803K. The position accounts for 0.57% of the portfolio, ranked #39.

Pin Oak Investment Advisors first reported a position in STXF in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.12M in Q3 2025. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

Pin Oak Investment Advisors held 19,135 shares of Strive 500 ETF worth $803K as of Q1 2026.
Pin Oak Investment Advisors sold 3,306 Strive 500 ETF shares in Q1 2026, an estimated $145K.
Strive 500 ETF made up 0.57% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #39 holding.
Pin Oak Investment Advisors first reported a position in Strive 500 ETF in Q1 2024 and has held it in 9 quarters since.
Pin Oak Investment Advisors's Strive 500 ETF position peaked at $1.12M in Q3 2025.
137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.