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Immaculate Wealth Management’s Strive 500 ETF STXF Stock Holding History

Immaculate Wealth Management’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 		$893K Buy
18,496
+1,149
+7% +$53.8K 6.05% 8
2026
Q1 		$728K Buy
+17,347
New +$761K 5.75% 9

Other funds holding STXF

OC
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
Truist Financial
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
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $454M AUM 20.17% 1-Year Est. Return

Immaculate Wealth Management's STXF Position: Q2 2026 in Review

Immaculate Wealth Management increased its Strive 500 ETF (STXF) stake by 6.6% in Q2 2026, buying an estimated $53.8K and bringing the position to 18,496 shares worth $893K. The position accounts for 6.05% of the portfolio, ranked #8.

Immaculate Wealth Management first reported a position in STXF in Q1 2026 and has held it in 2 quarters since. 141 funds tracked by Wall St. Rank hold STXF as of Q2 2026.

  • Immaculate Wealth Management held 18,496 shares of Strive 500 ETF worth $893K as of Q2 2026.
  • Immaculate Wealth Management bought 1,149 Strive 500 ETF shares in Q2 2026, an estimated $53.8K.
  • Strive 500 ETF made up 6.05% of Immaculate Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Immaculate Wealth Management first reported a position in Strive 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 141 funds tracked by Wall St. Rank held Strive 500 ETF as of Q2 2026.

Based on Immaculate Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.