PMFA
STXF

Plante Moran Financial Advisors’s Strive 500 ETF STXF Stock Holding History

Plante Moran Financial 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
2025
Q2 		– Sell
-855
Closed -$30.8K – 851
2025
Q1 		$30.8K Buy
+855
New +$32.4K ﹤0.01% 419

Other funds holding STXF

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
SAM
Strive Asset Management Dublin, Ohio $184M AUM 29.16% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $454M AUM 20.18% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return

Plante Moran Financial Advisors's STXF Position: Q2 2025 in Review

Plante Moran Financial Advisors sold out of Strive 500 ETF (STXF) in Q2 2025, closing a stake of 855 shares — an estimated $30.8K sold.

Plante Moran Financial Advisors first reported a position in STXF in Q1 2025 and held it in 1 quarter. The position peaked at $30.8K in Q1 2025. 116 funds tracked by Wall St. Rank hold STXF as of Q2 2025.

  • Plante Moran Financial Advisors reported no remaining Strive 500 ETF position as of Q2 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 855 Strive 500 ETF shares in Q2 2025, an estimated $30.8K.
  • Plante Moran Financial Advisors first reported a position in Strive 500 ETF in Q1 2025 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Strive 500 ETF position peaked at $30.8K in Q1 2025.
  • 116 funds tracked by Wall St. Rank held Strive 500 ETF as of Q2 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.