CWS
STXF

Cypress Wealth Services’s Strive 500 ETF STXF Stock Holding History

Cypress Wealth 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 		$315K Buy
6,527
+16
+0.2% +$749 0.04% 326
2026
Q1 		$273K Buy
6,511
+18
+0.3% +$789 0.04% 323
2025
Q4 		$286K Sell
6,493
-1,327
-17% -$58K 0.04% 313
2025
Q3 		$338K Buy
7,820
+520
+7% +$21.6K 0.06% 226
2025
Q2 		$292K Buy
7,300
+537
+8% +$19.8K 0.05% 240
2025
Q1 		$244K Buy
6,763
+19
+0.3% +$721 0.05% 244
2024
Q4 		$255K Buy
6,744
+469
+7% +$17.8K 0.05% 225
2024
Q3 		$231K Buy
6,275
+168
+3% +$5.97K 0.05% 240
2024
Q2 		$214K Buy
+6,107
New +$206K 0.05% 236

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
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 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

Cypress Wealth Services's STXF Position: Q2 2026 in Review

Cypress Wealth Services increased its Strive 500 ETF (STXF) stake by 0.25% in Q2 2026, buying an estimated $749 and bringing the position to 6,527 shares worth $315K. The position accounts for 0.04% of the portfolio, ranked #326.

Cypress Wealth Services first reported a position in STXF in Q2 2024 and has held it in 9 quarters since. The position peaked at $338K in Q3 2025. 37 funds tracked by Wall St. Rank hold STXF as of Q2 2026.

  • Cypress Wealth Services held 6,527 shares of Strive 500 ETF worth $315K as of Q2 2026.
  • Cypress Wealth Services bought 16 Strive 500 ETF shares in Q2 2026, an estimated $749.
  • Strive 500 ETF made up 0.04% of Cypress Wealth Services's portfolio in Q2 2026, its #326 holding.
  • Cypress Wealth Services first reported a position in Strive 500 ETF in Q2 2024 and has held it in 9 quarters since.
  • Cypress Wealth Services's Strive 500 ETF position peaked at $338K in Q3 2025.
  • 37 funds tracked by Wall St. Rank held Strive 500 ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.