Jones Financial Companies’s Strive 500 ETF STXF Stock Holding History

Jones Financial Companies’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	$13.8M	Buy	292,430 +40,186	+16%	+$1.88M	0.01%	796
2026 Q1	$10.3M	Buy	252,244 +33,274	+15%	+$1.46M	0.01%	814
2025 Q4	$9.65M	Buy	218,970 +28,944	+15%	+$1.27M	0.01%	463
2025 Q3	$8.15M	Buy	190,026 +37,973	+25%	+$1.58M	0.01%	450
2025 Q2	$6.06M	Buy	152,053 +22,353	+17%	+$826K	﹤0.01%	453
2025 Q1	$4.64M	Buy	129,700 +54,955	+74%	+$2.09M	﹤0.01%	443
2024 Q4	$2.83M	Buy	74,745 +48,388	+184%	+$1.84M	﹤0.01%	479
2024 Q3	$967K	Buy	26,357 +17,610	+201%	+$625K	﹤0.01%	620
2024 Q2	$306K	Buy	+8,747	New	+$294K	﹤0.01%	688

Other funds holding STXF

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return

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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WCM

Weaver Capital Management Suwanee, Georgia $454M AUM 20.18% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

Jones Financial Companies's STXF Position: Q2 2026 in Review

Jones Financial Companies increased its Strive 500 ETF (STXF) stake by 16% in Q2 2026, buying an estimated $1.88M and bringing the position to 292,430 shares worth $13.8M. The position accounts for 0.01% of the portfolio, ranked #796.

Jones Financial Companies first reported a position in STXF in Q2 2024 and has held it in 9 quarters since. 142 funds tracked by Wall St. Rank hold STXF as of Q2 2026.

Jones Financial Companies held 292,430 shares of Strive 500 ETF worth $13.8M as of Q2 2026.
Jones Financial Companies bought 40,186 Strive 500 ETF shares in Q2 2026, an estimated $1.88M.
Strive 500 ETF made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #796 holding.
Jones Financial Companies first reported a position in Strive 500 ETF in Q2 2024 and has held it in 9 quarters since.
142 funds tracked by Wall St. Rank held Strive 500 ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.