&Partners’s Strive 500 ETF STXF Stock Holding History

&Partners’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	$1.44M	Sell	29,793 -2,157	-7%	-$101K	0.01%	1205
2026 Q1	$1.34M	Sell	31,950 -16,042	-33%	-$704K	0.01%	1133
2025 Q4	$2.12M	Sell	47,992 -192	-0.4%	-$8.4K	0.01%	828
2025 Q3	$2.08M	Buy	48,184 +9,706	+25%	+$403K	0.01%	735
2025 Q2	$1.54M	Buy	38,478 +19,765	+106%	+$730K	0.01%	781
2025 Q1	$670K	Sell	18,713 -2,113	-10%	-$80.2K	0.01%	999
2024 Q4	$795K	Buy	20,826 +2,722	+15%	+$103K	0.01%	868
2024 Q3	$667K	Buy	18,104 +2,073	+13%	+$73.6K	0.01%	733
2024 Q2	$561K	Buy	+16,031	New	+$540K	0.02%	503

Other funds holding STXF

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 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

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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 $525M AUM 12.9% 1-Year Est. Return

&Partners's STXF Position: Q2 2026 in Review

&Partners reduced its Strive 500 ETF (STXF) stake by 6.8% in Q2 2026, selling an estimated $101K and leaving 29,793 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #1205.

&Partners first reported a position in STXF in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.12M in Q4 2025. 141 funds tracked by Wall St. Rank hold STXF as of Q2 2026.

&Partners held 29,793 shares of Strive 500 ETF worth $1.44M as of Q2 2026.
&Partners sold 2,157 Strive 500 ETF shares in Q2 2026, an estimated $101K.
Strive 500 ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #1205 holding.
&Partners first reported a position in Strive 500 ETF in Q2 2024 and has held it in 9 quarters since.
&Partners's Strive 500 ETF position peaked at $2.12M in Q4 2025.
141 funds tracked by Wall St. Rank held Strive 500 ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.