EWA
STXF

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

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

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. 37 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.
  • 37 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.