Independent Advisor Alliance
STXF icon

Independent Advisor Alliance’s Strive 500 ETF STXF Stock Holding History

Independent Advisor Alliance’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
-19,488
Closed -$818K – 1563
2026
Q1 		$818K Buy
+19,488
New +$855K 0.01% 924
2025
Q1 		– Sell
-13,022
Closed -$492K – 1307
2024
Q4 		$492K Buy
+13,022
New +$494K 0.01% 965

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
Holistic Planning
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
Kestra Advisory Services
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 $525M AUM 12.9% 1-Year Est. Return

Independent Advisor Alliance's STXF Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Strive 500 ETF (STXF) in Q2 2026, closing a stake of 19,488 shares — an estimated $818K sold.

Independent Advisor Alliance first reported a position in STXF in Q4 2024 and held it in 2 quarters. The position peaked at $818K in Q1 2026. 141 funds tracked by Wall St. Rank hold STXF as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Strive 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 19,488 Strive 500 ETF shares in Q2 2026, an estimated $818K.
  • Independent Advisor Alliance first reported a position in Strive 500 ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Strive 500 ETF position peaked at $818K in Q1 2026.
  • 141 funds tracked by Wall St. Rank held Strive 500 ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.