UAG
STXF

United Advisor Group’s Strive 500 ETF STXF Stock Holding History

United Advisor 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 		$15.9M Buy
379,492
+13,581
+4% +$596K 1.96% 3
2025
Q4 		$16.1M Buy
365,911
+10,936
+3% +$478K 2.01% 4
2025
Q3 		$15.3M Buy
354,975
+33,860
+11% +$1.4M 2.06% 6
2025
Q2 		$12.9M Buy
321,115
+31,998
+11% +$1.18M 2.22% 4
2025
Q1 		$10.4M Buy
289,117
+27,417
+10% +$1.04M 2.14% 6
2024
Q4 		$9.89M Buy
261,700
+76,041
+41% +$2.89M 1.96% 7
2024
Q3 		$6.84M Buy
185,659
+20,315
+12% +$721K 1.55% 11
2024
Q2 		$5.78M Buy
165,344
+54,354
+49% +$1.83M 1.8% 11
2024
Q1 		$3.74M Buy
+110,990
New +$3.56M 1.4% 17

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

United Advisor Group's STXF Position: Q1 2026 in Review

United Advisor Group increased its Strive 500 ETF (STXF) stake by 3.7% in Q1 2026, buying an estimated $596K and bringing the position to 379,492 shares worth $15.9M. The position accounts for 1.96% of the portfolio, ranked #3.

United Advisor Group first reported a position in STXF in Q1 2024 and has held it in 9 quarters since. The position peaked at $16.1M in Q4 2025. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

  • United Advisor Group held 379,492 shares of Strive 500 ETF worth $15.9M as of Q1 2026.
  • United Advisor Group bought 13,581 Strive 500 ETF shares in Q1 2026, an estimated $596K.
  • Strive 500 ETF made up 1.96% of United Advisor Group's portfolio in Q1 2026, its #3 holding.
  • United Advisor Group first reported a position in Strive 500 ETF in Q1 2024 and has held it in 9 quarters since.
  • United Advisor Group's Strive 500 ETF position peaked at $16.1M in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.