UBS Group’s Strive MidCap ETF STXM Stock Holding History

UBS Group’s Portfolio STXM Stock Details STXM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,571	Closed	-$41.5K	–	11077
2025 Q2	$41.5K	Buy	1,571 +545	+53%	+$13.6K	﹤0.01%	7925
2025 Q1	$25.2K	Buy	1,026 +927	+936%	+$24.2K	﹤0.01%	8065
2024 Q4	$2.58K	Buy	+99	New	+$2.65K	﹤0.01%	9023

Other funds holding STXM

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

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

GFG

Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group's STXM Position: Q3 2025 in Review

UBS Group sold out of Strive MidCap ETF (STXM) in Q3 2025, closing a stake of 1,571 shares — an estimated $41.5K sold.

UBS Group first reported a position in STXM in Q4 2024 and held it in 3 quarters. The position peaked at $41.5K in Q2 2025. 9 funds tracked by Wall St. Rank hold STXM as of Q3 2025.

UBS Group reported no remaining Strive MidCap ETF position as of Q3 2025 after selling out during the quarter.
UBS Group sold 1,571 Strive MidCap ETF shares in Q3 2025, an estimated $41.5K.
UBS Group first reported a position in Strive MidCap ETF in Q4 2024 and held it in 3 quarters.
UBS Group's Strive MidCap ETF position peaked at $41.5K in Q2 2025.
9 funds tracked by Wall St. Rank held Strive MidCap ETF as of Q3 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.