Second Half Financial Partners’s Strive 500 ETF STXF Stock Holding History

Second Half Financial 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	$1.43M	Sell	29,659 -201	-0.7%	-$9.4K	0.59%	22
2026 Q1	$1.25M	Buy	29,860 +2,493	+9%	+$109K	0.56%	24
2025 Q4	$1.21M	Sell	27,367 -430	-2%	-$18.8K	0.54%	26
2025 Q3	$1.2M	Sell	27,797 -1,228	-4%	-$50.9K	0.53%	26
2025 Q2	$1.16M	Sell	29,025 -725	-2%	-$26.8K	0.55%	26
2025 Q1	$1.07M	Buy	29,750 +460	+2%	+$17.5K	0.53%	29
2024 Q4	$1.11M	Sell	29,290 -1,010	-3%	-$38.3K	0.54%	34
2024 Q3	$1.12M	Buy	+30,300	New	+$1.08M	0.59%	40

Other funds holding STXF

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 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

KAS

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 $454M AUM 20.18% 1-Year Est. Return

Second Half Financial Partners's STXF Position: Q2 2026 in Review

Second Half Financial Partners reduced its Strive 500 ETF (STXF) stake by 0.67% in Q2 2026, selling an estimated $9.4K and leaving 29,659 shares worth $1.43M. The position accounts for 0.59% of the portfolio, ranked #22.

Second Half Financial Partners first reported a position in STXF in Q3 2024 and has held it in 8 quarters since. 141 funds tracked by Wall St. Rank hold STXF as of Q2 2026.

Second Half Financial Partners held 29,659 shares of Strive 500 ETF worth $1.43M as of Q2 2026.
Second Half Financial Partners sold 201 Strive 500 ETF shares in Q2 2026, an estimated $9.4K.
Strive 500 ETF made up 0.59% of Second Half Financial Partners's portfolio in Q2 2026, its #22 holding.
Second Half Financial Partners first reported a position in Strive 500 ETF in Q3 2024 and has held it in 8 quarters since.
141 funds tracked by Wall St. Rank held Strive 500 ETF as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.