AWM
STXF

Abound Wealth Management’s Strive 500 ETF STXF Stock Holding History

Abound Wealth 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
Q2 		– Hold
0
– – – 1349
2026
Q1 		– Hold
0
– – – 1482
2025
Q4 		– Hold
0
– – – 1424
2025
Q3 		– Hold
0
– – – 1349
2025
Q2 		– Sell
-1,309
Closed -$48.3K – 1291
2025
Q1 		$47.2K Buy
+1,309
New +$49.7K 0.02% 194
2024
Q4 		– Sell
-134
Closed -$4.95K – 1336
2024
Q3 		$4.95K Hold
134
– – ﹤0.01% 553
2024
Q2 		$4.7K Buy
+134
New +$4.51K ﹤0.01% 517

Other funds holding STXF

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return
SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
PCMU
Paragon Capital Management (Utah) Provo, Utah $135M AUM 29.99% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $366M AUM 33.66% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return

Abound Wealth Management's STXF Position: Q2 2026 in Review

Abound Wealth Management held its Strive 500 ETF (STXF) position steady in Q2 2026 at 0 shares worth $25. The position accounts for ﹤0.01% of the portfolio, ranked #1349.

Abound Wealth Management first reported a position in STXF in Q2 2024 and has held it in 3 quarters since. The position peaked at $47.2K in Q1 2025. 37 funds tracked by Wall St. Rank hold STXF as of Q2 2026.

  • Abound Wealth Management held 0 shares of Strive 500 ETF worth $25 as of Q2 2026.
  • Abound Wealth Management left its Strive 500 ETF share count unchanged in Q2 2026.
  • Strive 500 ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1349 holding.
  • Abound Wealth Management first reported a position in Strive 500 ETF in Q2 2024 and has held it in 3 quarters since.
  • Abound Wealth Management's Strive 500 ETF position peaked at $47.2K in Q1 2025.
  • 37 funds tracked by Wall St. Rank held Strive 500 ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.