Visionary Wealth Advisors
STXF icon

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
Q3 		$3.95M Buy
80,130
+3,117
+4% +$153K 0.15% 143
2026
Q2 		$3.72M Sell
77,013
-11,150
-13% -$522K 0.15% 150
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

OxenFree Capital
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
Holistic Planning
Holistic Planning Nacogdoches, Texas $718M AUM 13.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Weaver Capital Management
Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Hegarty Advisors
Hegarty Advisors Garden City, New York $162M AUM 13.29% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $263M AUM 22.29% 1-Year Est. Return

Visionary Wealth Advisors's STXF Position: Q3 2026 in Review

Visionary Wealth Advisors increased its Strive 500 ETF (STXF) stake by 4% in Q3 2026, buying an estimated $153K and bringing the position to 80,130 shares worth $3.95M. The position accounts for 0.15% of the portfolio, ranked #143.

Visionary Wealth Advisors first reported a position in STXF in Q4 2022 and has held it in 16 quarters since. 73 funds tracked by Wall St. Rank hold STXF as of Q3 2026.

  • Visionary Wealth Advisors held 80,130 shares of Strive 500 ETF worth $3.95M as of Q3 2026.
  • Visionary Wealth Advisors bought 3,117 Strive 500 ETF shares in Q3 2026, an estimated $153K.
  • Strive 500 ETF made up 0.15% of Visionary Wealth Advisors's portfolio in Q3 2026, its #143 holding.
  • Visionary Wealth Advisors first reported a position in Strive 500 ETF in Q4 2022 and has held it in 16 quarters since.
  • 73 funds tracked by Wall St. Rank held Strive 500 ETF as of Q3 2026.

Based on Visionary Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.