Ethos Financial Group’s Strive Total Return Bond ETF STXT Stock Holding History

Ethos Financial Group’s Portfolio STXT Stock Details STXT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.52M	Sell	129,485 -105,023	-45%	-$2.09M	0.17%	119
2026 Q1	$4.67M	Buy	234,508 +106,345	+83%	+$2.14M	0.34%	68
2025 Q4	$2.58M	Sell	128,163 -216	-0.2%	-$4.38K	0.19%	113
2025 Q3	$2.6M	Buy	+128,379	New	+$2.6M	0.2%	105
2025 Q2	–	Sell	-28,349	Closed	-$562K	–	523
2025 Q1	$562K	Hold	28,349	–	–	0.05%	214
2024 Q4	$562K	Buy	+28,349	New	+$571K	0.07%	146

Other funds holding STXT

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Ethos Financial Group's STXT Position: Q2 2026 in Review

Ethos Financial Group reduced its Strive Total Return Bond ETF (STXT) stake by 45% in Q2 2026, selling an estimated $2.09M and leaving 129,485 shares worth $2.52M. The position accounts for 0.17% of the portfolio, ranked #119.

Ethos Financial Group first reported a position in STXT in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.67M in Q1 2026. 21 funds tracked by Wall St. Rank hold STXT as of Q2 2026.

Ethos Financial Group held 129,485 shares of Strive Total Return Bond ETF worth $2.52M as of Q2 2026.
Ethos Financial Group sold 105,023 Strive Total Return Bond ETF shares in Q2 2026, an estimated $2.09M.
Strive Total Return Bond ETF made up 0.17% of Ethos Financial Group's portfolio in Q2 2026, its #119 holding.
Ethos Financial Group first reported a position in Strive Total Return Bond ETF in Q4 2024 and has held it in 6 quarters since.
Ethos Financial Group's Strive Total Return Bond ETF position peaked at $4.67M in Q1 2026.
21 funds tracked by Wall St. Rank held Strive Total Return Bond ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.