SignatureFD’s Strive Inc ASST Stock Holding History

SignatureFD’s Portfolio ASST Stock Details ASST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$473	Buy	+100	New	+$1.48K	﹤0.01%	3369

Other funds holding ASST

Interchange Capital Partners Pittsburgh, Pennsylvania $532M AUM 26.57% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Lauer Wealth Valparaiso, Indiana $167M AUM 23.59% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

SignatureFD's ASST Position: Q2 2026 in Review

SignatureFD held its Strive Inc (ASST) position steady in Q2 2026 at 210 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #3101.

SignatureFD first reported a position in ASST in Q1 2026 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold ASST as of Q2 2026.

SignatureFD held 210 shares of Strive Inc worth $2.29K as of Q2 2026.
SignatureFD left its Strive Inc share count unchanged in Q2 2026.
Strive Inc made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #3101 holding.
SignatureFD first reported a position in Strive Inc in Q1 2026 and has held it in 2 quarters since.
28 funds tracked by Wall St. Rank held Strive Inc as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.