UBS AM’s Strive 500 ETF STXF Stock Holding History

UBS AM’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	–	Sell	-318	Closed	-$13.3K	–	3859
2026 Q1	$13.3K	Hold	318	–	–	﹤0.01%	3240
2025 Q4	$14K	Buy	+318	New	+$13.9K	﹤0.01%	2789

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

UBS AM's STXF Position: Q2 2026 in Review

UBS AM sold out of Strive 500 ETF (STXF) in Q2 2026, closing a stake of 318 shares — an estimated $13.3K sold.

UBS AM first reported a position in STXF in Q4 2025 and held it in 2 quarters. The position peaked at $14K in Q4 2025. 141 funds tracked by Wall St. Rank hold STXF as of Q2 2026.

UBS AM reported no remaining Strive 500 ETF position as of Q2 2026 after selling out during the quarter.
UBS AM sold 318 Strive 500 ETF shares in Q2 2026, an estimated $13.3K.
UBS AM first reported a position in Strive 500 ETF in Q4 2025 and held it in 2 quarters.
UBS AM's Strive 500 ETF position peaked at $14K in Q4 2025.
141 funds tracked by Wall St. Rank held Strive 500 ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.