Woodard & Company Asset Management Group’s Strive 500 ETF STXF Stock Holding History

Woodard & Company Asset Management Group’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	$804K	Buy	19,160 +1,996	+12%	+$87.5K	0.13%	74
2025 Q4	$757K	Sell	17,164 -3,282	-16%	-$144K	0.12%	72
2025 Q3	$883K	Buy	20,446 +201	+1%	+$8.34K	0.14%	63
2025 Q2	$811K	Buy	20,245 +2,968	+17%	+$110K	0.15%	62
2025 Q1	$623K	Sell	17,277 -8,541	-33%	-$324K	0.13%	68
2024 Q4	$976K	Buy	25,818 +5,669	+28%	+$215K	0.21%	51
2024 Q3	$742K	Sell	20,149 -92	-0.5%	-$3.27K	0.17%	57
2024 Q2	$708K	Buy	20,241 +758	+4%	+$25.5K	0.18%	53
2024 Q1	$656K	Buy	19,483 +160	+0.8%	+$5.13K	0.17%	51
2023 Q4	$591K	Buy	+19,323	New	+$553K	0.17%	54

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 $83.7B AUM 27.22% 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

Woodard & Company Asset Management Group's STXF Position: Q1 2026 in Review

Woodard & Company Asset Management Group increased its Strive 500 ETF (STXF) stake by 12% in Q1 2026, buying an estimated $87.5K and bringing the position to 19,160 shares worth $804K. The position accounts for 0.13% of the portfolio, ranked #74.

Woodard & Company Asset Management Group first reported a position in STXF in Q4 2023 and has held it in 10 quarters since. The position peaked at $976K in Q4 2024. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

Woodard & Company Asset Management Group held 19,160 shares of Strive 500 ETF worth $804K as of Q1 2026.
Woodard & Company Asset Management Group bought 1,996 Strive 500 ETF shares in Q1 2026, an estimated $87.5K.
Strive 500 ETF made up 0.13% of Woodard & Company Asset Management Group's portfolio in Q1 2026, its #74 holding.
Woodard & Company Asset Management Group first reported a position in Strive 500 ETF in Q4 2023 and has held it in 10 quarters since.
Woodard & Company Asset Management Group's Strive 500 ETF position peaked at $976K in Q4 2024.
137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q1 2026, filed 28 Apr 2026.