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 Q2	$902K	Buy	18,677 +1,303	+7%	+$61K	﹤0.01%	1354
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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WCM

Weaver Capital Management Suwanee, Georgia $454M AUM 20.18% 1-Year Est. Return

Steward Partners Investment Advisory's STXF Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Strive 500 ETF (STXF) stake by 7.5% in Q2 2026, buying an estimated $61K and bringing the position to 18,677 shares worth $902K. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

Steward Partners Investment Advisory first reported a position in STXF in Q3 2022 and has held it in 16 quarters since. 142 funds tracked by Wall St. Rank hold STXF as of Q2 2026.

Steward Partners Investment Advisory held 18,677 shares of Strive 500 ETF worth $902K as of Q2 2026.
Steward Partners Investment Advisory bought 1,303 Strive 500 ETF shares in Q2 2026, an estimated $61K.
Strive 500 ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1354 holding.
Steward Partners Investment Advisory first reported a position in Strive 500 ETF in Q3 2022 and has held it in 16 quarters since.
142 funds tracked by Wall St. Rank held Strive 500 ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.