SPWM Advisors’s Strive 500 ETF STXF Stock Holding History

SPWM 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	–	Sell	-13,154	Closed	-$580K	–	102
2025 Q4	$580K	Buy	+13,154	New	+$575K	0.55%	52

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

SPWM Advisors's STXF Position: Q1 2026 in Review

SPWM Advisors sold out of Strive 500 ETF (STXF) in Q1 2026, closing a stake of 13,154 shares — an estimated $580K sold.

SPWM Advisors first reported a position in STXF in Q4 2025 and held it in 1 quarter. The position peaked at $580K in Q4 2025. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

SPWM Advisors reported no remaining Strive 500 ETF position as of Q1 2026 after selling out during the quarter.
SPWM Advisors sold 13,154 Strive 500 ETF shares in Q1 2026, an estimated $580K.
SPWM Advisors first reported a position in Strive 500 ETF in Q4 2025 and held it in 1 quarter.
SPWM Advisors's Strive 500 ETF position peaked at $580K in Q4 2025.
137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on SPWM Advisors's 13F filing for Q1 2026, filed 14 May 2026.