SPIA
STXF

Steward Partners Investment Advisory’s Strive 500 ETF STXF Stock Holding History

Steward Partners Investment Advisory’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 		$729K Buy
17,374
+7,356
+73% +$323K ﹤0.01% 1324
2025
Q4 		$442K Buy
10,018
+2,454
+32% +$107K ﹤0.01% 1496
2025
Q3 		$327K Buy
7,564
+700
+10% +$29K ﹤0.01% 1610
2025
Q2 		$275K Buy
6,864
+1,191
+21% +$44K ﹤0.01% 1598
2025
Q1 		$205K Buy
5,673
+489
+9% +$18.6K ﹤0.01% 1637
2024
Q4 		$196K Sell
5,184
-200
-4% -$7.59K ﹤0.01% 1628
2024
Q3 		$198K Buy
5,384
+201
+4% +$7.14K ﹤0.01% 1535
2024
Q2 		$181K Buy
5,183
+176
+4% +$5.92K ﹤0.01% 1489
2024
Q1 		$169K Hold
5,007
– – ﹤0.01% 1514
2023
Q4 		$153K Buy
5,007
+101
+2% +$2.89K ﹤0.01% 1490
2023
Q3 		$134K Buy
4,906
+406
+9% +$11.6K ﹤0.01% 1439
2023
Q2 		$128K Hold
4,500
– – ﹤0.01% 1463
2023
Q1 		$117K Buy
4,500
+500
+13% +$12.7K ﹤0.01% 1516
2022
Q4 		$97K Buy
4,000
+2,400
+150% +$58.7K ﹤0.01% 1569
2022
Q3 		$36K Buy
+1,600
New +$38.2K ﹤0.01% 1946

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

Steward Partners Investment Advisory's STXF Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Strive 500 ETF (STXF) stake by 73% in Q1 2026, buying an estimated $323K and bringing the position to 17,374 shares worth $729K. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

Steward Partners Investment Advisory first reported a position in STXF in Q3 2022 and has held it in 15 quarters since. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

  • Steward Partners Investment Advisory held 17,374 shares of Strive 500 ETF worth $729K as of Q1 2026.
  • Steward Partners Investment Advisory bought 7,356 Strive 500 ETF shares in Q1 2026, an estimated $323K.
  • Strive 500 ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1324 holding.
  • Steward Partners Investment Advisory first reported a position in Strive 500 ETF in Q3 2022 and has held it in 15 quarters since.
  • 137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.