GB
STXF

Goepper Burkhardt’s Strive 500 ETF STXF Stock Holding History

Goepper Burkhardt’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
Q1 		$737K Buy
17,549
+607
+4% +$26.6K 0.25% 49
2025
Q4 		$747K Buy
16,942
+2,515
+17% +$110K 0.24% 52
2025
Q3 		$623K Buy
14,427
+2,802
+24% +$116K 0.21% 54
2025
Q2 		$466K Buy
11,625
+3,009
+35% +$111K 0.17% 65
2025
Q1 		$311K Buy
8,616
+958
+13% +$36.3K 0.12% 76
2024
Q4 		$289K Buy
7,658
+152
+2% +$5.77K 0.12% 68
2024
Q3 		$276K Sell
7,506
-23
-0.3% -$817 0.11% 67
2024
Q2 		$263K Buy
7,529
+1,405
+23% +$47.3K 0.12% 68
2024
Q1 		$205K Buy
+6,124
New +$196K 0.1% 79

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 $324B AUM 22.36% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $461M AUM 20.77% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goepper Burkhardt's STXF Position: Q1 2026 in Review

Goepper Burkhardt increased its Strive 500 ETF (STXF) stake by 3.6% in Q1 2026, buying an estimated $26.6K and bringing the position to 17,549 shares worth $737K. The position accounts for 0.25% of the portfolio, ranked #49.

Goepper Burkhardt first reported a position in STXF in Q1 2024 and has held it in 9 quarters since. The position peaked at $747K in Q4 2025. 137 funds tracked by Wall St. Rank hold STXF as of Q1 2026.

  • Goepper Burkhardt held 17,549 shares of Strive 500 ETF worth $737K as of Q1 2026.
  • Goepper Burkhardt bought 607 Strive 500 ETF shares in Q1 2026, an estimated $26.6K.
  • Strive 500 ETF made up 0.25% of Goepper Burkhardt's portfolio in Q1 2026, its #49 holding.
  • Goepper Burkhardt first reported a position in Strive 500 ETF in Q1 2024 and has held it in 9 quarters since.
  • Goepper Burkhardt's Strive 500 ETF position peaked at $747K in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Strive 500 ETF as of Q1 2026.

Based on Goepper Burkhardt's 13F filing for Q1 2026, filed 13 May 2026.