Belpointe Asset Management’s Strive 500 ETF STXF Stock Holding History

Belpointe Asset 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	$674K	Sell	13,950 -16,389	-54%	-$767K	0.02%	622
2026 Q1	$1.27M	Buy	30,339 +733	+2%	+$32.1K	0.05%	365
2025 Q4	$1.31M	Buy	29,606 +187	+0.6%	+$8.18K	0.05%	339
2025 Q3	$1.27M	Sell	29,419 -1,490	-5%	-$61.8K	0.05%	335
2025 Q2	$1.24M	Sell	30,909 -1,928	-6%	-$71.2K	0.05%	295
2025 Q1	$1.18M	Buy	32,837 +6,660	+25%	+$253K	0.06%	296
2024 Q4	$947K	Sell	26,177 -7,256	-22%	-$275K	0.06%	332
2024 Q3	$1.23M	Buy	33,433 +7,367	+28%	+$262K	0.07%	265
2024 Q2	$912K	Buy	26,066 +2,119	+9%	+$71.3K	0.06%	296
2024 Q1	$806K	Buy	23,947 +1,239	+5%	+$39.7K	0.06%	327
2023 Q4	$694K	Buy	+22,708	New	+$650K	0.06%	288

Other funds holding STXF

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return

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 St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WCM

Weaver Capital Management Suwanee, Georgia $454M AUM 20.18% 1-Year Est. Return

Belpointe Asset Management's STXF Position: Q2 2026 in Review

Belpointe Asset Management reduced its Strive 500 ETF (STXF) stake by 54% in Q2 2026, selling an estimated $767K and leaving 13,950 shares worth $674K. The position accounts for 0.02% of the portfolio, ranked #622.

Belpointe Asset Management first reported a position in STXF in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.31M in Q4 2025. 141 funds tracked by Wall St. Rank hold STXF as of Q2 2026.

Belpointe Asset Management held 13,950 shares of Strive 500 ETF worth $674K as of Q2 2026.
Belpointe Asset Management sold 16,389 Strive 500 ETF shares in Q2 2026, an estimated $767K.
Strive 500 ETF made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #622 holding.
Belpointe Asset Management first reported a position in Strive 500 ETF in Q4 2023 and has held it in 11 quarters since.
Belpointe Asset Management's Strive 500 ETF position peaked at $1.31M in Q4 2025.
141 funds tracked by Wall St. Rank held Strive 500 ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.