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WealthPlan Investment Management’s Strive Emerging Markets ex-China ETF STXE Stock Holding History

WealthPlan Investment Management’s Portfolio STXE Stock Details STXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.56M Buy
29,761
+1,393
+5% +$66.7K 0.08% 184
2026
Q1 		$1.11M Buy
+28,368
New +$1.14M 0.06% 203

Other funds holding STXE

CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

WealthPlan Investment Management's STXE Position: Q2 2026 in Review

WealthPlan Investment Management increased its Strive Emerging Markets ex-China ETF (STXE) stake by 4.9% in Q2 2026, buying an estimated $66.7K and bringing the position to 29,761 shares worth $1.56M. The position accounts for 0.08% of the portfolio, ranked #184.

WealthPlan Investment Management first reported a position in STXE in Q1 2026 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold STXE as of Q2 2026.

  • WealthPlan Investment Management held 29,761 shares of Strive Emerging Markets ex-China ETF worth $1.56M as of Q2 2026.
  • WealthPlan Investment Management bought 1,393 Strive Emerging Markets ex-China ETF shares in Q2 2026, an estimated $66.7K.
  • Strive Emerging Markets ex-China ETF made up 0.08% of WealthPlan Investment Management's portfolio in Q2 2026, its #184 holding.
  • WealthPlan Investment Management first reported a position in Strive Emerging Markets ex-China ETF in Q1 2026 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held Strive Emerging Markets ex-China ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.