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 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 $324B AUM 22.36% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS AM's STXF Position: Q1 2026 in Review

UBS AM held its Strive 500 ETF (STXF) position steady in Q1 2026 at 318 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3240.

UBS AM first reported a position in STXF in Q4 2025 and has held it in 2 quarters since. The position peaked at $14K in Q4 2025. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

UBS AM held 318 shares of Strive 500 ETF worth $13.3K as of Q1 2026.
UBS AM left its Strive 500 ETF share count unchanged in Q1 2026.
Strive 500 ETF made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #3240 holding.
UBS AM first reported a position in Strive 500 ETF in Q4 2025 and has held it in 2 quarters since.
UBS AM's Strive 500 ETF position peaked at $14K in Q4 2025.
137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.