PPWM
STXF

Premier Private Wealth Management’s Strive 500 ETF STXF Stock Holding History

Premier Private Wealth Management’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 		$221K Buy
+4,581
New +$214K 0.19% 56
2026
Q1 		– Sell
-4,737
Closed -$212K – 56
2025
Q4 		$212K Buy
+4,737
New +$207K 0.22% 49

Other funds holding STXF

OC
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
Truist Financial
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
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
KAS
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
WCM
Weaver Capital Management Suwanee, Georgia $454M AUM 20.17% 1-Year Est. Return

Premier Private Wealth Management's STXF Position: Q2 2026 in Review

Premier Private Wealth Management opened a new position in Strive 500 ETF (STXF) in Q2 2026: 4,581 shares worth $221K. The stake represents 0.19% of the portfolio and ranks #56 among its holdings. This is a return to the name: Premier Private Wealth Management previously reported a position in STXF as recently as Q4 2025.

Premier Private Wealth Management first reported a position in STXF in Q4 2025 and has held it in 2 quarters since. 141 funds tracked by Wall St. Rank hold STXF as of Q2 2026.

  • Premier Private Wealth Management held 4,581 shares of Strive 500 ETF worth $221K as of Q2 2026.
  • Strive 500 ETF was a new Premier Private Wealth Management position in Q2 2026.
  • Strive 500 ETF made up 0.19% of Premier Private Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Premier Private Wealth Management first reported a position in Strive 500 ETF in Q4 2025 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 Premier Private Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.