Kestra Advisory Services’s Strive 500 ETF STXF Stock Holding History

Kestra Advisory Services’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	$14.8M	Buy	306,494 +38,692	+14%	+$1.81M	0.05%	397
2026 Q1	$11.2M	Buy	267,802 +99,805	+59%	+$4.38M	0.04%	425
2025 Q4	$7.41M	Buy	167,997 +109,935	+189%	+$4.81M	0.03%	535
2025 Q3	$2.51M	Buy	58,062 +1,729	+3%	+$71.7K	0.01%	1035
2025 Q2	$2.26M	Sell	56,333 -358	-0.6%	-$13.2K	0.01%	1017
2025 Q1	$2.04M	Buy	56,691 +584	+1%	+$22.2K	0.01%	978
2024 Q4	$2.12M	Buy	56,107 +3,012	+6%	+$114K	0.01%	969
2024 Q3	$1.96M	Buy	53,095 +3,449	+7%	+$122K	0.01%	962
2024 Q2	$1.74M	Buy	49,646 +791	+2%	+$26.6K	0.01%	1032
2024 Q1	$1.64M	Buy	48,855 +16,786	+52%	+$538K	0.01%	973
2023 Q4	$980K	Buy	32,069 +4,352	+16%	+$125K	0.01%	1130
2023 Q3	$759K	Buy	27,717 +15,828	+133%	+$451K	0.01%	1140
2023 Q2	$337K	Buy	+11,889	New	+$319K	﹤0.01%	1540

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Kestra Advisory Services's STXF Position: Q2 2026 in Review

Kestra Advisory Services increased its Strive 500 ETF (STXF) stake by 14% in Q2 2026, buying an estimated $1.81M and bringing the position to 306,494 shares worth $14.8M. The position accounts for 0.05% of the portfolio, ranked #397.

Kestra Advisory Services first reported a position in STXF in Q2 2023 and has held it in 13 quarters since. 142 funds tracked by Wall St. Rank hold STXF as of Q2 2026.

Kestra Advisory Services held 306,494 shares of Strive 500 ETF worth $14.8M as of Q2 2026.
Kestra Advisory Services bought 38,692 Strive 500 ETF shares in Q2 2026, an estimated $1.81M.
Strive 500 ETF made up 0.05% of Kestra Advisory Services's portfolio in Q2 2026, its #397 holding.
Kestra Advisory Services first reported a position in Strive 500 ETF in Q2 2023 and has held it in 13 quarters since.
142 funds tracked by Wall St. Rank held Strive 500 ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.