TWM
STXF

Thryve Wealth Management’s Strive 500 ETF STXF Stock Holding History

Thryve Wealth Management’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 		$1,000K Buy
23,823
+154
+0.7% +$6.75K 0.67% 19
2025
Q4 		$1.04M Buy
+23,669
New +$1.04M 0.52% 31

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

Thryve Wealth Management's STXF Position: Q1 2026 in Review

Thryve Wealth Management increased its Strive 500 ETF (STXF) stake by 0.65% in Q1 2026, buying an estimated $6.75K and bringing the position to 23,823 shares worth $1,000K. The position accounts for 0.67% of the portfolio, ranked #19.

Thryve Wealth Management first reported a position in STXF in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.04M in Q4 2025. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

  • Thryve Wealth Management held 23,823 shares of Strive 500 ETF worth $1,000K as of Q1 2026.
  • Thryve Wealth Management bought 154 Strive 500 ETF shares in Q1 2026, an estimated $6.75K.
  • Strive 500 ETF made up 0.67% of Thryve Wealth Management's portfolio in Q1 2026, its #19 holding.
  • Thryve Wealth Management first reported a position in Strive 500 ETF in Q4 2025 and has held it in 2 quarters since.
  • Thryve Wealth Management's Strive 500 ETF position peaked at $1.04M in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on Thryve Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.