FLP
STXF

Financial Life Planners’s Strive 500 ETF STXF Stock Holding History

Financial Life Planners’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 		$27.3K Buy
566
+1
+0.2% +$47 0.02% 170
2026
Q1 		$23.7K Buy
+565
New +$24.8K 0.02% 178
2025
Q4 		– Sell
-562
Closed -$24.3K – 294
2025
Q3 		$24.3K Buy
+562
New +$23.3K 0.02% 188
2025
Q1 		– Sell
-555
Closed -$21K – 338
2024
Q4 		$21K Buy
+555
New +$21.1K 0.02% 202

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

Financial Life Planners's STXF Position: Q2 2026 in Review

Financial Life Planners increased its Strive 500 ETF (STXF) stake by 0.18% in Q2 2026, buying an estimated $47 and bringing the position to 566 shares worth $27.3K. The position accounts for 0.02% of the portfolio, ranked #170.

Financial Life Planners first reported a position in STXF in Q4 2024 and has held it in 4 quarters since. 37 funds tracked by Wall St. Rank hold STXF as of Q2 2026.

  • Financial Life Planners held 566 shares of Strive 500 ETF worth $27.3K as of Q2 2026.
  • Financial Life Planners bought 1 Strive 500 ETF share in Q2 2026, an estimated $47.
  • Strive 500 ETF made up 0.02% of Financial Life Planners's portfolio in Q2 2026, its #170 holding.
  • Financial Life Planners first reported a position in Strive 500 ETF in Q4 2024 and has held it in 4 quarters since.
  • 37 funds tracked by Wall St. Rank held Strive 500 ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.