UBS Group
STXF

UBS Group’s Strive 500 ETF STXF Stock Holding History

UBS Group’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 		$5.2M Sell
123,834
-8,353
-6% -$366K ﹤0.01% 4045
2025
Q4 		$5.83M Sell
132,187
-4,406
-3% -$193K ﹤0.01% 3874
2025
Q3 		$5.9M Sell
136,593
-942
-0.7% -$39.1K ﹤0.01% 3863
2025
Q2 		$5.51M Sell
137,535
-270,382
-66% -$9.99M ﹤0.01% 3774
2025
Q1 		$14.7M Buy
407,917
+42,922
+12% +$1.63M ﹤0.01% 2648
2024
Q4 		$13.8M Buy
364,995
+8,229
+2% +$312K ﹤0.01% 2719
2024
Q3 		$13.1M Buy
356,766
+303
+0.1% +$10.8K ﹤0.01% 2144
2024
Q2 		$12.5M Buy
356,463
+64,249
+22% +$2.16M ﹤0.01% 2047
2024
Q1 		$9.84M Buy
292,214
+48,563
+20% +$1.56M ﹤0.01% 2288
2023
Q4 		$7.45M Sell
243,651
-44,674
-15% -$1.28M ﹤0.01% 2355
2023
Q3 		$7.9M Buy
288,325
+164,986
+134% +$4.7M ﹤0.01% 2171
2023
Q2 		$3.5M Buy
123,339
+81,803
+197% +$2.19M ﹤0.01% 2948
2023
Q1 		$1.08M Buy
41,536
+41,217
+12,921% +$1.05M ﹤0.01% 4034
2022
Q4 		$7.74K Buy
+319
New +$7.8K ﹤0.01% 8866

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

UBS Group's STXF Position: Q1 2026 in Review

UBS Group reduced its Strive 500 ETF (STXF) stake by 6.3% in Q1 2026, selling an estimated $366K and leaving 123,834 shares worth $5.2M. The position accounts for ﹤0.01% of the portfolio, ranked #4045.

UBS Group first reported a position in STXF in Q4 2022 and has held it in 14 quarters since. The position peaked at $14.7M in Q1 2025. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

  • UBS Group held 123,834 shares of Strive 500 ETF worth $5.2M as of Q1 2026.
  • UBS Group sold 8,353 Strive 500 ETF shares in Q1 2026, an estimated $366K.
  • Strive 500 ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4045 holding.
  • UBS Group first reported a position in Strive 500 ETF in Q4 2022 and has held it in 14 quarters since.
  • UBS Group's Strive 500 ETF position peaked at $14.7M in Q1 2025.
  • 137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.