IFP Advisors’s Strive 500 ETF STXF Stock Holding History

IFP 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	$36.7K	Buy	745 +269	+57%	+$13.2K	﹤0.01%	2588
2026 Q2	$23K	Sell	476 -33	-6%	-$1.54K	﹤0.01%	2892
2026 Q1	$21.4K	Buy	509 +49	+11%	+$2.15K	﹤0.01%	2740
2025 Q4	$20.3K	Buy	460 +6	+1%	+$262	﹤0.01%	2722
2025 Q3	$19.6K	Hold	454	–	–	﹤0.01%	2585
2025 Q2	$18.2K	Buy	454 +89	+24%	+$3.29K	﹤0.01%	2602
2025 Q1	$13.2K	Hold	365	–	–	﹤0.01%	2474
2024 Q4	$13.8K	Hold	365	–	–	﹤0.01%	2412
2024 Q3	$13.4K	Hold	365	–	–	﹤0.01%	2312
2024 Q2	$12.8K	Hold	365	–	–	﹤0.01%	2262
2024 Q1	$12.3K	Buy	365 +165	+83%	+$5.29K	﹤0.01%	2162
2023 Q4	$6.11K	Sell	200 -90,972	-100%	-$2.6M	﹤0.01%	2358
2023 Q3	$2.5M	Buy	91,172 +19,903	+28%	+$567K	0.11%	190
2023 Q2	$2.02M	Buy	71,269 +13,025	+22%	+$349K	0.08%	252
2023 Q1	$1.45M	Buy	58,244 +4,132	+8%	+$105K	0.06%	298
2022 Q4	$1.34M	Buy	+54,112	New	+$1.32M	0.04%	509

Other funds holding STXF

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 1-Year Est. Return

Hegarty Advisors Garden City, New York $162M AUM 13.29% 1-Year Est. Return

SCM

Sage Capital Management Stockton, New Jersey $263M AUM 22.29% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Stenger Family Office Naperville, Illinois $728M AUM 21.16% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Paragon Capital Management (Utah) Provo, Utah $132M AUM 24.83% 1-Year Est. Return

IFP Advisors's STXF Position: Q3 2026 in Review

IFP Advisors increased its Strive 500 ETF (STXF) stake by 57% in Q3 2026, buying an estimated $13.2K and bringing the position to 745 shares worth $36.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2588.

IFP Advisors first reported a position in STXF in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.5M in Q3 2023. 36 funds tracked by Wall St. Rank hold STXF as of Q3 2026.

IFP Advisors held 745 shares of Strive 500 ETF worth $36.7K as of Q3 2026.
IFP Advisors bought 269 Strive 500 ETF shares in Q3 2026, an estimated $13.2K.
Strive 500 ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2588 holding.
IFP Advisors first reported a position in Strive 500 ETF in Q4 2022 and has held it in 16 quarters since.
IFP Advisors's Strive 500 ETF position peaked at $2.5M in Q3 2023.
36 funds tracked by Wall St. Rank held Strive 500 ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.