TIA
STXF

Traphagen Investment Advisors’s Strive 500 ETF STXF Stock Holding History

Traphagen Investment 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 		$2.65M Buy
54,819
+223
+0.4% +$10.4K 0.19% 47
2026
Q1 		$2.29M Sell
54,596
-37
-0.1% -$1.62K 0.19% 48
2025
Q4 		$2.41M Sell
54,633
-2,192
-4% -$95.9K 0.2% 41
2025
Q3 		$2.45M Buy
56,825
+306
+0.5% +$12.7K 0.21% 39
2025
Q2 		$2.26M Buy
56,519
+355
+0.6% +$13.1K 0.21% 39
2025
Q1 		$2.03M Buy
56,164
+16,340
+41% +$620K 0.21% 44
2024
Q4 		$1.51M Buy
+39,824
New +$1.51M 0.15% 49
2024
Q3 		– Sell
-5,871
Closed -$205K – 188
2024
Q2 		$205K Sell
5,871
-657
-10% -$22.1K 0.02% 165
2024
Q1 		$220K Sell
6,528
-8,862
-58% -$284K 0.02% 163
2023
Q4 		$470K Buy
+15,390
New +$440K 0.06% 103

Other funds holding STXF

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
Truist Financial
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
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
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

Traphagen Investment Advisors's STXF Position: Q2 2026 in Review

Traphagen Investment Advisors increased its Strive 500 ETF (STXF) stake by 0.41% in Q2 2026, buying an estimated $10.4K and bringing the position to 54,819 shares worth $2.65M. The position accounts for 0.19% of the portfolio, ranked #47.

Traphagen Investment Advisors first reported a position in STXF in Q4 2023 and has held it in 10 quarters since. 141 funds tracked by Wall St. Rank hold STXF as of Q2 2026.

  • Traphagen Investment Advisors held 54,819 shares of Strive 500 ETF worth $2.65M as of Q2 2026.
  • Traphagen Investment Advisors bought 223 Strive 500 ETF shares in Q2 2026, an estimated $10.4K.
  • Strive 500 ETF made up 0.19% of Traphagen Investment Advisors's portfolio in Q2 2026, its #47 holding.
  • Traphagen Investment Advisors first reported a position in Strive 500 ETF in Q4 2023 and has held it in 10 quarters since.
  • 141 funds tracked by Wall St. Rank held Strive 500 ETF as of Q2 2026.

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