EFG
STXF

Everhart Financial Group’s Strive 500 ETF STXF Stock Holding History

Everhart Financial Group’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 		$985K Sell
20,403
-434
-2% -$20.3K 0.06% 175
2026
Q1 		$875K Sell
20,837
-2,668
-11% -$117K 0.07% 197
2025
Q4 		$1.04M Sell
23,505
-1,723
-7% -$75.4K 0.1% 148
2025
Q3 		$1.09M Sell
25,228
-1,870
-7% -$77.6K 0.11% 131
2025
Q2 		$1.09M Buy
27,098
+312
+1% +$11.5K 0.13% 113
2025
Q1 		$966K Buy
26,786
+19
+0.1% +$721 0.13% 113
2024
Q4 		$1.01M Sell
26,767
-182
-0.7% -$6.91K 0.21% 98
2024
Q3 		$993K Sell
26,949
-3,720
-12% -$132K 0.22% 103
2024
Q2 		$1.07M Buy
30,669
+11,004
+56% +$370K 0.28% 69
2024
Q1 		$662K Sell
19,665
-52
-0.3% -$1.67K 0.19% 113
2023
Q4 		$603K Sell
19,717
-198
-1% -$5.67K 0.21% 95
2023
Q3 		$546K Sell
19,915
-4,554
-19% -$130K 0.23% 87
2023
Q2 		$693K Buy
+24,469
New +$656K 0.29% 73

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

Everhart Financial Group's STXF Position: Q2 2026 in Review

Everhart Financial Group reduced its Strive 500 ETF (STXF) stake by 2.1% in Q2 2026, selling an estimated $20.3K and leaving 20,403 shares worth $985K. The position accounts for 0.06% of the portfolio, ranked #175.

Everhart Financial Group first reported a position in STXF in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.09M in Q3 2025. 37 funds tracked by Wall St. Rank hold STXF as of Q2 2026.

  • Everhart Financial Group held 20,403 shares of Strive 500 ETF worth $985K as of Q2 2026.
  • Everhart Financial Group sold 434 Strive 500 ETF shares in Q2 2026, an estimated $20.3K.
  • Strive 500 ETF made up 0.06% of Everhart Financial Group's portfolio in Q2 2026, its #175 holding.
  • Everhart Financial Group first reported a position in Strive 500 ETF in Q2 2023 and has held it in 13 quarters since.
  • Everhart Financial Group's Strive 500 ETF position peaked at $1.09M in Q3 2025.
  • 37 funds tracked by Wall St. Rank held Strive 500 ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.