Merit Financial Group
STXF icon

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

Merit 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 		$824K Buy
17,052
+4
+0% +$187 0.01% 1190
2026
Q1 		$715K Buy
+17,048
New +$748K 0.01% 1156

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Holistic Planning
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Truist Financial
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UAG
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Stifel Financial
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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
Weaver Capital Management
Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 1-Year Est. Return

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

Merit Financial Group increased its Strive 500 ETF (STXF) stake by 0.02% in Q2 2026, buying an estimated $187 and bringing the position to 17,052 shares worth $824K. The position accounts for 0.01% of the portfolio, ranked #1190.

Merit Financial Group first reported a position in STXF in Q1 2026 and has held it in 2 quarters since. 141 funds tracked by Wall St. Rank hold STXF as of Q2 2026.

  • Merit Financial Group held 17,052 shares of Strive 500 ETF worth $824K as of Q2 2026.
  • Merit Financial Group bought 4 Strive 500 ETF shares in Q2 2026, an estimated $187.
  • Strive 500 ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1190 holding.
  • Merit Financial Group first reported a position in Strive 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 141 funds tracked by Wall St. Rank held Strive 500 ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.