WFA
STXF

Wipfli Financial Advisors’s Strive 500 ETF STXF Stock Holding History

Wipfli Financial 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
2022
Q3 		$1.3M Buy
+57,230
New +$1.37M 0.09% 91

Other funds holding STXF

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
HR
Howe & Rusling Rochester, New York $1.53B AUM 21.45% 1-Year Est. Return

Wipfli Financial Advisors's STXF Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Strive 500 ETF (STXF) in Q3 2022: 57,230 shares worth $1.3M. The stake represents 0.09% of the portfolio and ranks #91 among its holdings.

7 funds tracked by Wall St. Rank hold STXF as of Q3 2022.

  • Wipfli Financial Advisors held 57,230 shares of Strive 500 ETF worth $1.3M as of Q3 2022.
  • Strive 500 ETF was a new Wipfli Financial Advisors position in Q3 2022.
  • Strive 500 ETF made up 0.09% of Wipfli Financial Advisors's portfolio in Q3 2022, its #91 holding.
  • 7 funds tracked by Wall St. Rank held Strive 500 ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.