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IFP Advisors’s Strive Inc ASST Stock Holding History

IFP Advisors’s Portfolio ASST Stock Details ASST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$98 Buy
+9
New +$133 ﹤0.01% 4961
2025
Q2 		– Sell
-500
Closed -$5.77K – 4913
2025
Q1 		$5.77K Buy
500
+250
+100% +$3.09K ﹤0.01% 2785
2024
Q4 		$2.45K Buy
+250
New +$3.78K ﹤0.01% 3021

Other funds holding ASST

ICP
Interchange Capital Partners Pittsburgh, Pennsylvania $532M AUM 26.57% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
LW
Lauer Wealth Valparaiso, Indiana $167M AUM 23.59% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

IFP Advisors's ASST Position: Q2 2026 in Review

IFP Advisors opened a new position in Strive Inc (ASST) in Q2 2026: 9 shares worth $98. The stake represents ﹤0.01% of the portfolio and ranks #4961 among its holdings. This is a return to the name: IFP Advisors previously reported a position in ASST as recently as Q1 2025.

IFP Advisors first reported a position in ASST in Q4 2024 and has held it in 3 quarters since. The position peaked at $5.77K in Q1 2025. 28 funds tracked by Wall St. Rank hold ASST as of Q2 2026.

  • IFP Advisors held 9 shares of Strive Inc worth $98 as of Q2 2026.
  • Strive Inc was a new IFP Advisors position in Q2 2026.
  • Strive Inc made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4961 holding.
  • IFP Advisors first reported a position in Strive Inc in Q4 2024 and has held it in 3 quarters since.
  • IFP Advisors's Strive Inc position peaked at $5.77K in Q1 2025.
  • 28 funds tracked by Wall St. Rank held Strive Inc as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.