WP
STXF

WealthPLAN Partners’s Strive 500 ETF STXF Stock Holding History

WealthPLAN Partners’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 		– Sell
-81,021
Closed -$3.57M – 271
2025
Q4 		$3.57M Buy
81,021
+2,628
+3% +$115K 0.53% 46
2025
Q3 		$3.39M Buy
78,393
+9,876
+14% +$410K 0.51% 51
2025
Q2 		$2.74M Buy
68,517
+3,768
+6% +$139K 0.44% 71
2025
Q1 		$2.33M Buy
64,749
+7,826
+14% +$297K 0.33% 83
2024
Q4 		$2.15M Buy
56,923
+7,564
+15% +$287K 0.31% 85
2024
Q3 		$1.82M Buy
49,359
+10,222
+26% +$363K 0.24% 99
2024
Q2 		$1.37M Buy
39,137
+14,097
+56% +$475K 0.15% 129
2024
Q1 		$843K Buy
25,040
+5,089
+26% +$163K 0.09% 159
2023
Q4 		$610K Buy
19,951
+4,619
+30% +$132K 0.06% 197
2023
Q3 		$420K Buy
15,332
+1,974
+15% +$56.2K 0.05% 227
2023
Q2 		$379K Buy
13,358
+1,173
+10% +$31.4K 0.05% 222
2023
Q1 		$318K Buy
+12,185
New +$309K 0.04% 245

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

WealthPLAN Partners's STXF Position: Q1 2026 in Review

WealthPLAN Partners sold out of Strive 500 ETF (STXF) in Q1 2026, closing a stake of 81,021 shares — an estimated $3.57M sold.

WealthPLAN Partners first reported a position in STXF in Q1 2023 and held it in 12 quarters. The position peaked at $3.57M in Q4 2025. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

  • WealthPLAN Partners reported no remaining Strive 500 ETF position as of Q1 2026 after selling out during the quarter.
  • WealthPLAN Partners sold 81,021 Strive 500 ETF shares in Q1 2026, an estimated $3.57M.
  • WealthPLAN Partners first reported a position in Strive 500 ETF in Q1 2023 and held it in 12 quarters.
  • WealthPLAN Partners's Strive 500 ETF position peaked at $3.57M in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.