SRA
STXF

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

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 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
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 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

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. 37 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.
  • 37 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.