Secured Retirement Advisors’s Strive 500 ETF STXF Stock Holding History

Secured Retirement 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
2026 Q2	$8.65M	Sell	179,003 -7,026	-4%	-$329K	4.44%	1
2026 Q1	$7.81M	Sell	186,029 -9,925	-5%	-$435K	4.42%	1
2025 Q4	$8.64M	Sell	195,954 -20,492	-9%	-$896K	4.82%	1
2025 Q3	$9.35M	Sell	216,446 -19,261	-8%	-$799K	5.22%	1
2025 Q2	$9.44M	Sell	235,707 -2,661	-1%	-$98.3K	5.63%	1
2025 Q1	$8.6M	Buy	238,368 +112,983	+90%	+$4.29M	5.54%	1
2024 Q4	$4.74M	Sell	125,385 -760	-0.6%	-$28.8K	2.71%	1
2024 Q3	$4.65M	Sell	126,145 -3,335	-3%	-$118K	3.35%	2
2024 Q2	$4.53M	Sell	129,480 -2,407	-2%	-$81K	3.53%	1
2024 Q1	$4.44M	Buy	131,887 +527	+0.4%	+$16.9K	3.76%	1
2023 Q4	$4.02M	Buy	+131,360	New	+$3.76M	3.86%	1

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

Secured Retirement Advisors's STXF Position: Q2 2026 in Review

Secured Retirement Advisors reduced its Strive 500 ETF (STXF) stake by 3.8% in Q2 2026, selling an estimated $329K and leaving 179,003 shares worth $8.65M. The position accounts for 4.44% of the portfolio, ranked #1.

Secured Retirement Advisors first reported a position in STXF in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.44M in Q2 2025. 141 funds tracked by Wall St. Rank hold STXF as of Q2 2026.

Secured Retirement Advisors held 179,003 shares of Strive 500 ETF worth $8.65M as of Q2 2026.
Secured Retirement Advisors sold 7,026 Strive 500 ETF shares in Q2 2026, an estimated $329K.
Strive 500 ETF made up 4.44% of Secured Retirement Advisors's portfolio in Q2 2026, its #1 holding.
Secured Retirement Advisors first reported a position in Strive 500 ETF in Q4 2023 and has held it in 11 quarters since.
Secured Retirement Advisors's Strive 500 ETF position peaked at $9.44M in Q2 2025.
141 funds tracked by Wall St. Rank held Strive 500 ETF as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.