Hegarty Advisors
STXF icon

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
Q3 		$8.05M Buy
163,311
+11,319
+7% +$556K 4.98% 4
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
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
Holistic Planning
Holistic Planning Nacogdoches, Texas $718M AUM 13.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Weaver Capital Management
Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Secured Retirement Advisors
Secured Retirement Advisors St Louis Park, Minnesota $198M AUM 23.51% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $263M AUM 22.29% 1-Year Est. Return

Hegarty Advisors's STXF Position: Q3 2026 in Review

Hegarty Advisors increased its Strive 500 ETF (STXF) stake by 7.4% in Q3 2026, buying an estimated $556K and bringing the position to 163,311 shares worth $8.05M. The position accounts for 4.98% of the portfolio, ranked #4.

Hegarty Advisors first reported a position in STXF in Q4 2025 and has held it in 4 quarters since. 87 funds tracked by Wall St. Rank hold STXF as of Q3 2026.

  • Hegarty Advisors held 163,311 shares of Strive 500 ETF worth $8.05M as of Q3 2026.
  • Hegarty Advisors bought 11,319 Strive 500 ETF shares in Q3 2026, an estimated $556K.
  • Strive 500 ETF made up 4.98% of Hegarty Advisors's portfolio in Q3 2026, its #4 holding.
  • Hegarty Advisors first reported a position in Strive 500 ETF in Q4 2025 and has held it in 4 quarters since.
  • 87 funds tracked by Wall St. Rank held Strive 500 ETF as of Q3 2026.

Based on Hegarty Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.