SWP
STXF

Sagespring Wealth Partners’s Strive 500 ETF STXF Stock Holding History

Sagespring Wealth 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 		$209K Buy
+4,329
New +$203K ﹤0.01% 814
2025
Q4 		– Sell
-4,675
Closed -$202K – 810
2025
Q3 		$202K Buy
+4,675
New +$194K ﹤0.01% 723

Other funds holding STXF

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $454M AUM 20.18% 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
SCM
Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return
HA
Hegarty Advisors Garden City, New York $145M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sagespring Wealth Partners's STXF Position: Q2 2026 in Review

Sagespring Wealth Partners opened a new position in Strive 500 ETF (STXF) in Q2 2026: 4,329 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #814 among its holdings. This is a return to the name: Sagespring Wealth Partners previously reported a position in STXF as recently as Q3 2025.

Sagespring Wealth Partners first reported a position in STXF in Q3 2025 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold STXF as of Q2 2026.

  • Sagespring Wealth Partners held 4,329 shares of Strive 500 ETF worth $209K as of Q2 2026.
  • Strive 500 ETF was a new Sagespring Wealth Partners position in Q2 2026.
  • Strive 500 ETF made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #814 holding.
  • Sagespring Wealth Partners first reported a position in Strive 500 ETF in Q3 2025 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held Strive 500 ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.