WealthPlan Investment Management’s Strive 500 ETF STXF Stock Holding History

WealthPlan Investment Management’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	$3.61M	Buy	+85,958	New	+$3.77M	0.2%	109

Other funds holding STXF

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

WealthPlan Investment Management's STXF Position: Q1 2026 in Review

WealthPlan Investment Management opened a new position in Strive 500 ETF (STXF) in Q1 2026: 85,958 shares worth $3.61M. The stake represents 0.2% of the portfolio and ranks #109 among its holdings.

137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

WealthPlan Investment Management held 85,958 shares of Strive 500 ETF worth $3.61M as of Q1 2026.
Strive 500 ETF was a new WealthPlan Investment Management position in Q1 2026.
Strive 500 ETF made up 0.2% of WealthPlan Investment Management's portfolio in Q1 2026, its #109 holding.
137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.