BCWM
STXF

Bartlett & Co Wealth Management’s Strive 500 ETF STXF Stock Holding History

Bartlett & Co 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 		$46.1K Hold
955
– – ﹤0.01% 757
2026
Q1 		$44.2K Hold
955
– – ﹤0.01% 705
2025
Q4 		$42.1K Hold
955
– – ﹤0.01% 701
2025
Q3 		$41.3K Hold
955
– – ﹤0.01% 701
2025
Q2 		$38.3K Hold
955
– – ﹤0.01% 702
2025
Q1 		$34.4K Hold
955
– – ﹤0.01% 726
2024
Q4 		$36.1K Hold
955
– – ﹤0.01% 711
2024
Q3 		$35.2K Hold
955
– – ﹤0.01% 720
2024
Q2 		$33.4K Hold
955
– – ﹤0.01% 739
2024
Q1 		$32.1K Buy
+955
New +$30.6K ﹤0.01% 732

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

Bartlett & Co Wealth Management's STXF Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Strive 500 ETF (STXF) position steady in Q2 2026 at 955 shares worth $46.1K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Bartlett & Co Wealth Management first reported a position in STXF in Q1 2024 and has held it in 10 quarters since. 37 funds tracked by Wall St. Rank hold STXF as of Q2 2026.

  • Bartlett & Co Wealth Management held 955 shares of Strive 500 ETF worth $46.1K as of Q2 2026.
  • Bartlett & Co Wealth Management left its Strive 500 ETF share count unchanged in Q2 2026.
  • Strive 500 ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #757 holding.
  • Bartlett & Co Wealth Management first reported a position in Strive 500 ETF in Q1 2024 and has held it in 10 quarters since.
  • 37 funds tracked by Wall St. Rank held Strive 500 ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.