CI
STXF

CPR Investments’s Strive 500 ETF STXF Stock Holding History

CPR Investments’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 		$1.1M Buy
+22,726
New +$1.06M 0.85% 18
2026
Q1 		– Sell
-7,550
Closed -$333K – 62
2025
Q4 		$333K Sell
7,550
-649
-8% -$28.4K 0.22% 38
2025
Q3 		$354K Sell
8,199
-2,051
-20% -$85.1K 0.24% 40
2025
Q2 		$411K Buy
10,250
+2,886
+39% +$107K 0.32% 35
2025
Q1 		$266K Sell
7,364
-13,866
-65% -$526K 0.24% 33
2024
Q4 		$802K Buy
+21,230
New +$806K 0.72% 21

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
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
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

CPR Investments's STXF Position: Q2 2026 in Review

CPR Investments opened a new position in Strive 500 ETF (STXF) in Q2 2026: 22,726 shares worth $1.1M. The stake represents 0.85% of the portfolio and ranks #18 among its holdings. This is a return to the name: CPR Investments previously reported a position in STXF as recently as Q4 2025.

CPR Investments first reported a position in STXF in Q4 2024 and has held it in 6 quarters since. 37 funds tracked by Wall St. Rank hold STXF as of Q2 2026.

  • CPR Investments held 22,726 shares of Strive 500 ETF worth $1.1M as of Q2 2026.
  • Strive 500 ETF was a new CPR Investments position in Q2 2026.
  • Strive 500 ETF made up 0.85% of CPR Investments's portfolio in Q2 2026, its #18 holding.
  • CPR Investments first reported a position in Strive 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • 37 funds tracked by Wall St. Rank held Strive 500 ETF as of Q2 2026.

Based on CPR Investments's 13F filing for Q2 2026, filed 15 Jul 2026.