FFWM
STXF

Future Financial Wealth Management’s Strive 500 ETF STXF Stock Holding History

Future Financial Wealth Management’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 		$662K Sell
13,876
-23
-0.2% -$1.08K 0.41% 49
2026
Q1 		$628K Sell
13,899
-2,170
-14% -$95.2K 0.4% 49
2025
Q4 		$703K Sell
16,069
-148
-0.9% -$6.47K 0.47% 43
2025
Q3 		$701K Buy
16,217
+47
+0.3% +$1.95K 0.44% 43
2025
Q2 		$648K Sell
16,170
-5,901
-27% -$218K 0.44% 46
2025
Q1 		$796K Buy
22,071
+3,859
+21% +$146K 0.58% 33
2024
Q4 		$688K Buy
18,212
+1,137
+7% +$43.2K 0.5% 40
2024
Q3 		$629K Buy
17,075
+2,102
+14% +$74.7K 0.45% 47
2024
Q2 		$524K Buy
14,973
+195
+1% +$6.56K 0.46% 52
2024
Q1 		$497K Sell
14,778
-1,665
-10% -$53.4K 0.38% 58
2023
Q4 		$503K Buy
+16,443
New +$470K 0.5% 53

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

Future Financial Wealth Management's STXF Position: Q2 2026 in Review

Future Financial Wealth Management reduced its Strive 500 ETF (STXF) stake by 0.17% in Q2 2026, selling an estimated $1.08K and leaving 13,876 shares worth $662K. The position accounts for 0.41% of the portfolio, ranked #49.

Future Financial Wealth Management first reported a position in STXF in Q4 2023 and has held it in 11 quarters since. The position peaked at $796K in Q1 2025. 37 funds tracked by Wall St. Rank hold STXF as of Q2 2026.

  • Future Financial Wealth Management held 13,876 shares of Strive 500 ETF worth $662K as of Q2 2026.
  • Future Financial Wealth Management sold 23 Strive 500 ETF shares in Q2 2026, an estimated $1.08K.
  • Strive 500 ETF made up 0.41% of Future Financial Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Future Financial Wealth Management first reported a position in Strive 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • Future Financial Wealth Management's Strive 500 ETF position peaked at $796K in Q1 2025.
  • 37 funds tracked by Wall St. Rank held Strive 500 ETF as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.