CPR Investments
STXF icon

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
Q3 		$1.47M Buy
29,832
+7,106
+31% +$349K 1.09% 17
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

OxenFree Capital
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Holistic Planning
Holistic Planning Nacogdoches, Texas $718M AUM 13.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Ethos Financial Group
Ethos Financial Group King Of Prussia, Pennsylvania $1.88B AUM 15.44% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CPR Investments's STXF Position: Q3 2026 in Review

CPR Investments increased its Strive 500 ETF (STXF) stake by 31% in Q3 2026, buying an estimated $349K and bringing the position to 29,832 shares worth $1.47M. The position accounts for 1.09% of the portfolio, ranked #17.

CPR Investments first reported a position in STXF in Q4 2024 and has held it in 7 quarters since. 112 funds tracked by Wall St. Rank hold STXF as of Q3 2026.

  • CPR Investments held 29,832 shares of Strive 500 ETF worth $1.47M as of Q3 2026.
  • CPR Investments bought 7,106 Strive 500 ETF shares in Q3 2026, an estimated $349K.
  • Strive 500 ETF made up 1.09% of CPR Investments's portfolio in Q3 2026, its #17 holding.
  • CPR Investments first reported a position in Strive 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 112 funds tracked by Wall St. Rank held Strive 500 ETF as of Q3 2026.

Based on CPR Investments's 13F filing for Q3 2026, filed 26 Oct 2026.