KCFA
STXF

Key Client Fiduciary Advisors’s Strive 500 ETF STXF Stock Holding History

Key Client Fiduciary Advisors’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 		$221K Buy
+4,566
New +$214K 0.06% 205
2026
Q1 		– Sell
-4,605
Closed -$203K – 229
2025
Q4 		$203K Buy
+4,605
New +$201K 0.07% 199

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

Key Client Fiduciary Advisors's STXF Position: Q2 2026 in Review

Key Client Fiduciary Advisors opened a new position in Strive 500 ETF (STXF) in Q2 2026: 4,566 shares worth $221K. The stake represents 0.06% of the portfolio and ranks #205 among its holdings. This is a return to the name: Key Client Fiduciary Advisors previously reported a position in STXF as recently as Q4 2025.

Key Client Fiduciary Advisors first reported a position in STXF in Q4 2025 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold STXF as of Q2 2026.

  • Key Client Fiduciary Advisors held 4,566 shares of Strive 500 ETF worth $221K as of Q2 2026.
  • Strive 500 ETF was a new Key Client Fiduciary Advisors position in Q2 2026.
  • Strive 500 ETF made up 0.06% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #205 holding.
  • Key Client Fiduciary Advisors first reported a position in Strive 500 ETF in Q4 2025 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held Strive 500 ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.