Clearstead Advisors’s Strive 500 ETF STXF Stock Holding History

Clearstead Advisors’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	$22.4K	Buy	463 +1	+0.2%	+$47	﹤0.01%	1767
2026 Q1	$19.4K	Buy	462 +2	+0.4%	+$88	﹤0.01%	1460
2025 Q4	$20.3K	Buy	460 +1	+0.2%	+$44	﹤0.01%	1705
2025 Q3	$19.8K	Hold	459	–	–	﹤0.01%	1646
2025 Q2	$18.4K	Hold	459	–	–	﹤0.01%	1659
2025 Q1	$16.6K	Hold	459	–	–	﹤0.01%	1475
2024 Q4	$17.4K	Hold	459	–	–	﹤0.01%	1430
2024 Q3	$16.9K	Hold	459	–	–	﹤0.01%	1469
2024 Q2	$16.1K	Hold	459	–	–	﹤0.01%	1439
2024 Q1	$15.4K	Hold	459	–	–	﹤0.01%	984
2023 Q4	$14K	Hold	459	–	–	﹤0.01%	999
2023 Q3	$12.6K	Hold	459	–	–	﹤0.01%	955
2023 Q2	$13K	Buy	459 +260	+131%	+$6.97K	﹤0.01%	954
2023 Q1	$5.2K	Buy	+199	New	+$5.05K	﹤0.01%	1023

Other funds holding STXF

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 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

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 $525M AUM 12.9% 1-Year Est. Return

Clearstead Advisors's STXF Position: Q2 2026 in Review

Clearstead Advisors increased its Strive 500 ETF (STXF) stake by 0.22% in Q2 2026, buying an estimated $47 and bringing the position to 463 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1767.

Clearstead Advisors first reported a position in STXF in Q1 2023 and has held it in 14 quarters since. 141 funds tracked by Wall St. Rank hold STXF as of Q2 2026.

Clearstead Advisors held 463 shares of Strive 500 ETF worth $22.4K as of Q2 2026.
Clearstead Advisors bought 1 Strive 500 ETF share in Q2 2026, an estimated $47.
Strive 500 ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1767 holding.
Clearstead Advisors first reported a position in Strive 500 ETF in Q1 2023 and has held it in 14 quarters since.
141 funds tracked by Wall St. Rank held Strive 500 ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.