TF
STXF

TimeScale Financial’s Strive 500 ETF STXF Stock Holding History

TimeScale Financial’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
2023
Q2 		$60.3K Hold
2,126
– – 0.01% 198
2023
Q1 		$55.5K Buy
+2,126
New +$54K 0.01% 199

Other funds holding STXF

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

TimeScale Financial's STXF Position: Q2 2023 in Review

TimeScale Financial held its Strive 500 ETF (STXF) position steady in Q2 2023 at 2,126 shares worth $60.3K. The position accounts for 0.01% of the portfolio, ranked #198.

TimeScale Financial first reported a position in STXF in Q1 2023 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold STXF as of Q2 2023.

  • TimeScale Financial held 2,126 shares of Strive 500 ETF worth $60.3K as of Q2 2023.
  • TimeScale Financial left its Strive 500 ETF share count unchanged in Q2 2023.
  • Strive 500 ETF made up 0.01% of TimeScale Financial's portfolio in Q2 2023, its #198 holding.
  • TimeScale Financial first reported a position in Strive 500 ETF in Q1 2023 and has held it in 2 quarters since.
  • 45 funds tracked by Wall St. Rank held Strive 500 ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.