WIA
STXF

World Investment Advisors’s Strive 500 ETF STXF Stock Holding History

World Investment 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
2026
Q1 		$1.51M Sell
35,898
-30,561
-46% -$1.34M 0.02% 579
2025
Q4 		$2.93M Sell
66,459
-3,592
-5% -$157K 0.05% 379
2025
Q3 		$3.03M Sell
70,051
-2,392
-3% -$99.2K 0.06% 318
2025
Q2 		$2.9M Buy
72,443
+727
+1% +$26.8K 0.07% 311
2025
Q1 		$2.59M Sell
71,716
-7,220
-9% -$274K 0.07% 307
2024
Q4 		$2.98M Buy
78,936
+2,995
+4% +$114K 0.08% 270
2024
Q3 		$2.8M Buy
+75,941
New +$2.7M 0.09% 246

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

World Investment Advisors's STXF Position: Q1 2026 in Review

World Investment Advisors reduced its Strive 500 ETF (STXF) stake by 46% in Q1 2026, selling an estimated $1.34M and leaving 35,898 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #579.

World Investment Advisors first reported a position in STXF in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.03M in Q3 2025. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

  • World Investment Advisors held 35,898 shares of Strive 500 ETF worth $1.51M as of Q1 2026.
  • World Investment Advisors sold 30,561 Strive 500 ETF shares in Q1 2026, an estimated $1.34M.
  • Strive 500 ETF made up 0.02% of World Investment Advisors's portfolio in Q1 2026, its #579 holding.
  • World Investment Advisors first reported a position in Strive 500 ETF in Q3 2024 and has held it in 7 quarters since.
  • World Investment Advisors's Strive 500 ETF position peaked at $3.03M in Q3 2025.
  • 137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.