EFS
STXF

Essex Financial Services’s Strive 500 ETF STXF Stock Holding History

Essex Financial 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 		$7.16M Sell
148,241
-293
-0.2% -$13.7K 0.36% 66
2026
Q1 		$6.23M Sell
148,534
-3,653
-2% -$160K 0.35% 64
2025
Q4 		$6.71M Buy
152,187
+5,332
+4% +$233K 0.38% 54
2025
Q3 		$6.34M Buy
146,855
+5,169
+4% +$214K 0.38% 55
2025
Q2 		$5.68M Buy
141,686
+1,237
+0.9% +$45.7K 0.37% 58
2025
Q1 		$5.06M Buy
140,449
+3,921
+3% +$149K 0.36% 61
2024
Q4 		$5.16M Buy
136,528
+4,845
+4% +$184K 0.36% 60
2024
Q3 		$4.94M Buy
131,683
+7,914
+6% +$281K 0.36% 63
2024
Q2 		$4.22M Buy
123,769
+30,339
+32% +$1.02M 0.31% 72
2024
Q1 		$3.14M Buy
93,430
+39,169
+72% +$1.26M 0.29% 79
2023
Q4 		$1.66M Buy
+54,261
New +$1.55M 0.17% 127

Other funds holding STXF

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
Truist Financial
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
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $454M AUM 20.18% 1-Year Est. Return

Essex Financial Services's STXF Position: Q2 2026 in Review

Essex Financial Services reduced its Strive 500 ETF (STXF) stake by 0.2% in Q2 2026, selling an estimated $13.7K and leaving 148,241 shares worth $7.16M. The position accounts for 0.36% of the portfolio, ranked #66.

Essex Financial Services first reported a position in STXF in Q4 2023 and has held it in 11 quarters since. 142 funds tracked by Wall St. Rank hold STXF as of Q2 2026.

  • Essex Financial Services held 148,241 shares of Strive 500 ETF worth $7.16M as of Q2 2026.
  • Essex Financial Services sold 293 Strive 500 ETF shares in Q2 2026, an estimated $13.7K.
  • Strive 500 ETF made up 0.36% of Essex Financial Services's portfolio in Q2 2026, its #66 holding.
  • Essex Financial Services first reported a position in Strive 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 142 funds tracked by Wall St. Rank held Strive 500 ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.