SHFP
STXF

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

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 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
SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
PCMU
Paragon Capital Management (Utah) Provo, Utah $135M AUM 29.99% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $366M AUM 33.66% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 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. 37 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.
  • 37 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.