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Safeguard Financial’s Strive Emerging Markets ex-China ETF STXE Stock Holding History

Safeguard Financial’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
2023
Q3 		– Sell
-5,477
Closed -$144K – 490
2023
Q2 		$144K Buy
+5,477
New +$140K 0.07% 84

Other funds holding STXE

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Safeguard Financial's STXE Position: Q3 2023 in Review

Safeguard Financial sold out of Strive Emerging Markets ex-China ETF (STXE) in Q3 2023, closing a stake of 5,477 shares — an estimated $144K sold.

Safeguard Financial first reported a position in STXE in Q2 2023 and held it in 1 quarter. The position peaked at $144K in Q2 2023. 25 funds tracked by Wall St. Rank hold STXE as of Q3 2023.

  • Safeguard Financial reported no remaining Strive Emerging Markets ex-China ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 5,477 Strive Emerging Markets ex-China ETF shares in Q3 2023, an estimated $144K.
  • Safeguard Financial first reported a position in Strive Emerging Markets ex-China ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's Strive Emerging Markets ex-China ETF position peaked at $144K in Q2 2023.
  • 25 funds tracked by Wall St. Rank held Strive Emerging Markets ex-China ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.