CDM Financial Counseling Services
STXF icon

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
Q3 		$213K Buy
4,310
+40
+0.9% +$1.96K 0.18% 77
2026
Q2 		$206K Buy
+4,270
New +$200K 0.18% 77

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CDM Financial Counseling Services's STXF Position: Q3 2026 in Review

CDM Financial Counseling Services increased its Strive 500 ETF (STXF) stake by 0.94% in Q3 2026, buying an estimated $1.96K and bringing the position to 4,310 shares worth $213K. The position accounts for 0.18% of the portfolio, ranked #77.

CDM Financial Counseling Services first reported a position in STXF in Q2 2026 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold STXF as of Q3 2026.

  • CDM Financial Counseling Services held 4,310 shares of Strive 500 ETF worth $213K as of Q3 2026.
  • CDM Financial Counseling Services bought 40 Strive 500 ETF shares in Q3 2026, an estimated $1.96K.
  • Strive 500 ETF made up 0.18% of CDM Financial Counseling Services's portfolio in Q3 2026, its #77 holding.
  • CDM Financial Counseling Services first reported a position in Strive 500 ETF in Q2 2026 and has held it in 2 quarters since.
  • 87 funds tracked by Wall St. Rank held Strive 500 ETF as of Q3 2026.

Based on CDM Financial Counseling Services's 13F filing for Q3 2026, filed 15 Oct 2026.