Next Level Wealth Planning’s Strive 500 ETF STXF Stock Holding History

Next Level Wealth Planning’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 Q3	$17.7K	Buy	+358	New	+$17.6K	0.01%	282

Other funds holding STXF

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $718M AUM 13.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Hegarty Advisors Garden City, New York $162M AUM 13.29% 1-Year Est. Return

SCM

Sage Capital Management Stockton, New Jersey $263M AUM 22.29% 1-Year Est. Return

Next Level Wealth Planning's STXF Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Strive 500 ETF (STXF) in Q3 2026: 358 shares worth $17.7K. The stake represents 0.01% of the portfolio and ranks #282 among its holdings.

72 funds tracked by Wall St. Rank hold STXF as of Q3 2026.

Next Level Wealth Planning held 358 shares of Strive 500 ETF worth $17.7K as of Q3 2026.
Strive 500 ETF was a new Next Level Wealth Planning position in Q3 2026.
Strive 500 ETF made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #282 holding.
72 funds tracked by Wall St. Rank held Strive 500 ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.