AWE
STXF

Avidian Wealth Enterprises’s Strive 500 ETF STXF Stock Holding History

Avidian Wealth Enterprises’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 		$420K Hold
8,690
– – 0.01% 521
2026
Q1 		$365K Buy
+8,690
New +$381K 0.01% 500

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

Avidian Wealth Enterprises's STXF Position: Q2 2026 in Review

Avidian Wealth Enterprises held its Strive 500 ETF (STXF) position steady in Q2 2026 at 8,690 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #521.

Avidian Wealth Enterprises first reported a position in STXF in Q1 2026 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold STXF as of Q2 2026.

  • Avidian Wealth Enterprises held 8,690 shares of Strive 500 ETF worth $420K as of Q2 2026.
  • Avidian Wealth Enterprises left its Strive 500 ETF share count unchanged in Q2 2026.
  • Strive 500 ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #521 holding.
  • Avidian Wealth Enterprises first reported a position in Strive 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held Strive 500 ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.