RIA
STXF

Realta Investment Advisors’s Strive 500 ETF STXF Stock Holding History

Realta 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
2024
Q2 		– Sell
-4,380
Closed -$147K – 826
2024
Q1 		$147K Buy
+4,380
New +$140K 0.03% 439

Other funds holding STXF

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $461M AUM 20.77% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

Realta Investment Advisors's STXF Position: Q2 2024 in Review

Realta Investment Advisors sold out of Strive 500 ETF (STXF) in Q2 2024, closing a stake of 4,380 shares — an estimated $147K sold.

Realta Investment Advisors first reported a position in STXF in Q1 2024 and held it in 1 quarter. The position peaked at $147K in Q1 2024. 95 funds tracked by Wall St. Rank hold STXF as of Q2 2024.

  • Realta Investment Advisors reported no remaining Strive 500 ETF position as of Q2 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 4,380 Strive 500 ETF shares in Q2 2024, an estimated $147K.
  • Realta Investment Advisors first reported a position in Strive 500 ETF in Q1 2024 and held it in 1 quarter.
  • Realta Investment Advisors's Strive 500 ETF position peaked at $147K in Q1 2024.
  • 95 funds tracked by Wall St. Rank held Strive 500 ETF as of Q2 2024.

Based on Realta Investment Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.