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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
Truist Financial
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
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
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

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. 141 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.
  • 141 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.