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

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 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 20.17% 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. 141 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.
141 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.