Howe & Rusling’s Strive 500 ETF STXF Stock Holding History

Howe & Rusling’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	–	Sell	-371	Closed	-$15.6K	–	521
2026 Q1	$15.6K	Buy	+371	New	+$16.3K	﹤0.01%	415
2025 Q3	–	Sell	-2,055	Closed	-$82.3K	–	492
2025 Q2	$82.3K	Buy	2,055 +209	+11%	+$7.72K	0.01%	325
2025 Q1	$66.6K	Buy	+1,846	New	+$70K	0.01%	319
2022 Q4	–	Sell	-57	Closed	-$1K	–	934
2022 Q3	$1K	Buy	+57	New	+$1.36K	﹤0.01%	1007

Other funds holding STXF

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 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 20.18% 1-Year Est. Return

Howe & Rusling's STXF Position: Q2 2026 in Review

Howe & Rusling sold out of Strive 500 ETF (STXF) in Q2 2026, closing a stake of 371 shares — an estimated $15.6K sold.

Howe & Rusling first reported a position in STXF in Q3 2022 and held it in 4 quarters. The position peaked at $82.3K in Q2 2025. 141 funds tracked by Wall St. Rank hold STXF as of Q2 2026.

Howe & Rusling reported no remaining Strive 500 ETF position as of Q2 2026 after selling out during the quarter.
Howe & Rusling sold 371 Strive 500 ETF shares in Q2 2026, an estimated $15.6K.
Howe & Rusling first reported a position in Strive 500 ETF in Q3 2022 and held it in 4 quarters.
Howe & Rusling's Strive 500 ETF position peaked at $82.3K in Q2 2025.
141 funds tracked by Wall St. Rank held Strive 500 ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.