Hegarty Advisors’s Strive 500 ETF STXF Stock Holding History

Hegarty Advisors’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	$7.34M	Buy	151,992 +258	+0.2%	+$12.1K	5.05%	4
2026 Q1	$6.37M	Sell	151,734 -1,941	-1%	-$85.1K	5.02%	4
2025 Q4	$6.77M	Buy	+153,675	New	+$6.72M	5.88%	4

Other funds holding STXF

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return

Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return

Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

Paragon Capital Management (Utah) Provo, Utah $135M AUM 29.99% 1-Year Est. Return

CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return

Indiana Trust & Investment Management Mishawaka, Indiana $366M AUM 33.66% 1-Year Est. Return

Hegarty Advisors's STXF Position: Q2 2026 in Review

Hegarty Advisors increased its Strive 500 ETF (STXF) stake by 0.17% in Q2 2026, buying an estimated $12.1K and bringing the position to 151,992 shares worth $7.34M. The position accounts for 5.05% of the portfolio, ranked #4.

Hegarty Advisors first reported a position in STXF in Q4 2025 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold STXF as of Q2 2026.

Hegarty Advisors held 151,992 shares of Strive 500 ETF worth $7.34M as of Q2 2026.
Hegarty Advisors bought 258 Strive 500 ETF shares in Q2 2026, an estimated $12.1K.
Strive 500 ETF made up 5.05% of Hegarty Advisors's portfolio in Q2 2026, its #4 holding.
Hegarty Advisors first reported a position in Strive 500 ETF in Q4 2025 and has held it in 3 quarters since.
40 funds tracked by Wall St. Rank held Strive 500 ETF as of Q2 2026.

Based on Hegarty Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.