IFG
STXF

Independent Financial Group’s Strive 500 ETF STXF Stock Holding History

Independent Financial Group’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 		$407K Sell
8,423
-270
-3% -$12.6K 0.01% 1076
2026
Q1 		$365K Buy
8,693
+282
+3% +$12.4K 0.01% 1068
2025
Q4 		$371K Buy
8,411
+811
+11% +$35.5K 0.01% 1048
2025
Q3 		$328K Sell
7,600
-670
-8% -$27.8K 0.01% 1046
2025
Q2 		$331K Buy
8,270
+2,127
+35% +$78.6K 0.01% 979
2025
Q1 		$222K Hold
6,143
– – 0.01% 1071
2024
Q4 		$232K Hold
6,143
– – 0.01% 1018
2024
Q3 		$226K Buy
+6,143
New +$218K 0.01% 997

Other funds holding STXF

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return
SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
PCMU
Paragon Capital Management (Utah) Provo, Utah $135M AUM 29.99% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $366M AUM 33.66% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return

Independent Financial Group's STXF Position: Q2 2026 in Review

Independent Financial Group reduced its Strive 500 ETF (STXF) stake by 3.1% in Q2 2026, selling an estimated $12.6K and leaving 8,423 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #1076.

Independent Financial Group first reported a position in STXF in Q3 2024 and has held it in 8 quarters since. 37 funds tracked by Wall St. Rank hold STXF as of Q2 2026.

  • Independent Financial Group held 8,423 shares of Strive 500 ETF worth $407K as of Q2 2026.
  • Independent Financial Group sold 270 Strive 500 ETF shares in Q2 2026, an estimated $12.6K.
  • Strive 500 ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1076 holding.
  • Independent Financial Group first reported a position in Strive 500 ETF in Q3 2024 and has held it in 8 quarters since.
  • 37 funds tracked by Wall St. Rank held Strive 500 ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.