BW
STXF

Balance Wealth’s Strive 500 ETF STXF Stock Holding History

Balance Wealth’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 		$1.01M Buy
20,890
+734
+4% +$34.3K 0.27% 63
2026
Q1 		$846K Sell
20,156
-801
-4% -$35.1K 0.26% 66
2025
Q4 		$924K Buy
20,957
+655
+3% +$28.6K 0.3% 67
2025
Q3 		$877K Sell
20,302
-472
-2% -$19.6K 0.22% 66
2025
Q2 		$832K Buy
20,774
+1
+0% +$37 0.49% 52
2025
Q1 		$749K Buy
+20,773
New +$788K 0.49% 47

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
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Balance Wealth's STXF Position: Q2 2026 in Review

Balance Wealth increased its Strive 500 ETF (STXF) stake by 3.6% in Q2 2026, buying an estimated $34.3K and bringing the position to 20,890 shares worth $1.01M. The position accounts for 0.27% of the portfolio, ranked #63.

Balance Wealth first reported a position in STXF in Q1 2025 and has held it in 6 quarters since. 37 funds tracked by Wall St. Rank hold STXF as of Q2 2026.

  • Balance Wealth held 20,890 shares of Strive 500 ETF worth $1.01M as of Q2 2026.
  • Balance Wealth bought 734 Strive 500 ETF shares in Q2 2026, an estimated $34.3K.
  • Strive 500 ETF made up 0.27% of Balance Wealth's portfolio in Q2 2026, its #63 holding.
  • Balance Wealth first reported a position in Strive 500 ETF in Q1 2025 and has held it in 6 quarters since.
  • 37 funds tracked by Wall St. Rank held Strive 500 ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.