SCA
STXF

Stuart Chaussee & Associates’s Strive 500 ETF STXF Stock Holding History

Stuart Chaussee & Associates’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
2025
Q2 		– Sell
-1,800
Closed -$64.9K – 193
2025
Q1 		$64.9K Hold
1,800
– – 0.02% 70
2024
Q4 		$68K Buy
+1,800
New +$68.3K 0.02% 68

Other funds holding STXF

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
SAM
Strive Asset Management Dublin, Ohio $184M AUM 29.16% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $454M AUM 20.18% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return

Stuart Chaussee & Associates's STXF Position: Q2 2025 in Review

Stuart Chaussee & Associates sold out of Strive 500 ETF (STXF) in Q2 2025, closing a stake of 1,800 shares — an estimated $64.9K sold.

Stuart Chaussee & Associates first reported a position in STXF in Q4 2024 and held it in 2 quarters. The position peaked at $68K in Q4 2024. 116 funds tracked by Wall St. Rank hold STXF as of Q2 2025.

  • Stuart Chaussee & Associates reported no remaining Strive 500 ETF position as of Q2 2025 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 1,800 Strive 500 ETF shares in Q2 2025, an estimated $64.9K.
  • Stuart Chaussee & Associates first reported a position in Strive 500 ETF in Q4 2024 and held it in 2 quarters.
  • Stuart Chaussee & Associates's Strive 500 ETF position peaked at $68K in Q4 2024.
  • 116 funds tracked by Wall St. Rank held Strive 500 ETF as of Q2 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q2 2025, filed 1 Aug 2025.