EverSource Wealth Advisors’s Strive 500 ETF STXF Stock Holding History

EverSource Wealth Advisors’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	$45.4K	Buy	941 +257	+38%	+$12K	﹤0.01%	1838
2026 Q1	$28.7K	Hold	684	–	–	﹤0.01%	2266
2025 Q4	$30.2K	Buy	+684	New	+$29.9K	﹤0.01%	2100
2025 Q2	–	Sell	-3,098	Closed	-$112K	–	4356
2025 Q1	$112K	Hold	3,098	–	–	0.01%	870
2024 Q4	$117K	Hold	3,098	–	–	0.01%	857
2024 Q3	$114K	Hold	3,098	–	–	0.01%	753
2024 Q2	$109K	Hold	3,098	–	–	0.01%	757
2024 Q1	$100K	Buy	+3,098	New	+$99.3K	0.01%	708

Other funds holding STXF

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

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

EverSource Wealth Advisors's STXF Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Strive 500 ETF (STXF) stake by 38% in Q2 2026, buying an estimated $12K and bringing the position to 941 shares worth $45.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1838.

EverSource Wealth Advisors first reported a position in STXF in Q1 2024 and has held it in 8 quarters since. The position peaked at $117K in Q4 2024. 141 funds tracked by Wall St. Rank hold STXF as of Q2 2026.

EverSource Wealth Advisors held 941 shares of Strive 500 ETF worth $45.4K as of Q2 2026.
EverSource Wealth Advisors bought 257 Strive 500 ETF shares in Q2 2026, an estimated $12K.
Strive 500 ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1838 holding.
EverSource Wealth Advisors first reported a position in Strive 500 ETF in Q1 2024 and has held it in 8 quarters since.
EverSource Wealth Advisors's Strive 500 ETF position peaked at $117K in Q4 2024.
141 funds tracked by Wall St. Rank held Strive 500 ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.