MFG
STXF

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

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

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. 37 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.
  • 37 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.