Abound Wealth Management
STXF icon

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

OxenFree Capital
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Holistic Planning
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Weaver Capital Management
Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 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. 141 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.
  • 141 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.