Transce3nd’s Strive 500 ETF STXF Stock Holding History

Transce3nd’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
2025 Q1	–	Sell	-200	Closed	-$7.56K	–	1543
2024 Q4	$7.56K	Buy	+200	New	+$7.59K	﹤0.01%	824

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

WCM

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

UAG

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return

SRA

Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return

Transce3nd's STXF Position: Q1 2025 in Review

Transce3nd sold out of Strive 500 ETF (STXF) in Q1 2025, closing a stake of 200 shares — an estimated $7.56K sold.

Transce3nd first reported a position in STXF in Q4 2024 and held it in 1 quarter. The position peaked at $7.56K in Q4 2024. 116 funds tracked by Wall St. Rank hold STXF as of Q1 2025.

Transce3nd reported no remaining Strive 500 ETF position as of Q1 2025 after selling out during the quarter.
Transce3nd sold 200 Strive 500 ETF shares in Q1 2025, an estimated $7.56K.
Transce3nd first reported a position in Strive 500 ETF in Q4 2024 and held it in 1 quarter.
Transce3nd's Strive 500 ETF position peaked at $7.56K in Q4 2024.
116 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2025.

Based on Transce3nd's 13F filing for Q1 2025, filed 5 May 2025.