CDM Financial Counseling Services’s Strive 500 ETF STXF Stock Holding History

CDM Financial Counseling Services’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	$206K	Buy	+4,270	New	+$200K	0.18%	77

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

CDM Financial Counseling Services's STXF Position: Q2 2026 in Review

CDM Financial Counseling Services opened a new position in Strive 500 ETF (STXF) in Q2 2026: 4,270 shares worth $206K. The stake represents 0.18% of the portfolio and ranks #77 among its holdings.

142 funds tracked by Wall St. Rank hold STXF as of Q2 2026.

CDM Financial Counseling Services held 4,270 shares of Strive 500 ETF worth $206K as of Q2 2026.
Strive 500 ETF was a new CDM Financial Counseling Services position in Q2 2026.
Strive 500 ETF made up 0.18% of CDM Financial Counseling Services's portfolio in Q2 2026, its #77 holding.
142 funds tracked by Wall St. Rank held Strive 500 ETF as of Q2 2026.

Based on CDM Financial Counseling Services's 13F filing for Q2 2026, filed 14 Jul 2026.