VWA
STXF

Visionary Wealth Advisors’s Strive 500 ETF STXF Stock Holding History

Visionary Wealth Advisors’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 		$3.7M Sell
88,163
-232
-0.3% -$10.2K 0.16% 142
2025
Q4 		$3.9M Buy
88,395
+2,620
+3% +$115K 0.18% 130
2025
Q3 		$3.71M Sell
85,775
-1,338
-2% -$55.5K 0.17% 132
2025
Q2 		$3.49M Buy
87,113
+1,740
+2% +$64.3K 0.18% 133
2025
Q1 		$3.08M Sell
85,373
-11,978
-12% -$454K 0.18% 131
2024
Q4 		$3.68M Buy
97,351
+8,251
+9% +$313K 0.22% 115
2024
Q3 		$3.28M Sell
89,100
-10,276
-10% -$365K 0.2% 119
2024
Q2 		$3.48M Buy
99,376
+5,103
+5% +$172K 0.23% 111
2024
Q1 		$3.17M Buy
94,273
+14,815
+19% +$475K 0.21% 119
2023
Q4 		$2.43M Buy
79,458
+35,505
+81% +$1.02M 0.18% 137
2023
Q3 		$1.2M Buy
43,953
+3,569
+9% +$102K 0.1% 192
2023
Q2 		$1.14M Buy
40,384
+9,378
+30% +$251K 0.09% 193
2023
Q1 		$810K Buy
31,006
+20,806
+204% +$528K 0.07% 214
2022
Q4 		$247K Buy
+10,200
New +$249K 0.02% 363

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

Visionary Wealth Advisors's STXF Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its Strive 500 ETF (STXF) stake by 0.26% in Q1 2026, selling an estimated $10.2K and leaving 88,163 shares worth $3.7M. The position accounts for 0.16% of the portfolio, ranked #142.

Visionary Wealth Advisors first reported a position in STXF in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.9M in Q4 2025. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

  • Visionary Wealth Advisors held 88,163 shares of Strive 500 ETF worth $3.7M as of Q1 2026.
  • Visionary Wealth Advisors sold 232 Strive 500 ETF shares in Q1 2026, an estimated $10.2K.
  • Strive 500 ETF made up 0.16% of Visionary Wealth Advisors's portfolio in Q1 2026, its #142 holding.
  • Visionary Wealth Advisors first reported a position in Strive 500 ETF in Q4 2022 and has held it in 14 quarters since.
  • Visionary Wealth Advisors's Strive 500 ETF position peaked at $3.9M in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.