Wealth Enhancement Advisory Services
STXF

Wealth Enhancement Advisory Services’s Strive 500 ETF STXF Stock Holding History

Wealth Enhancement Advisory Services’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 		$454K Buy
9,307
+2,514
+37% +$118K ﹤0.01% 2775
2026
Q1 		$287K Buy
6,793
+102
+2% +$4.47K ﹤0.01% 2822
2025
Q4 		$300K Sell
6,691
-4,379
-40% -$192K ﹤0.01% 2924
2025
Q3 		$480K Buy
11,070
+453
+4% +$18.8K ﹤0.01% 2396
2025
Q2 		$430K Buy
+10,617
New +$392K ﹤0.01% 2337

Other funds holding STXF

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 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

Wealth Enhancement Advisory Services's STXF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Strive 500 ETF (STXF) stake by 37% in Q2 2026, buying an estimated $118K and bringing the position to 9,307 shares worth $454K. The position accounts for ﹤0.01% of the portfolio, ranked #2775.

Wealth Enhancement Advisory Services first reported a position in STXF in Q2 2025 and has held it in 5 quarters since. The position peaked at $480K in Q3 2025. 37 funds tracked by Wall St. Rank hold STXF as of Q2 2026.

  • Wealth Enhancement Advisory Services held 9,307 shares of Strive 500 ETF worth $454K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,514 Strive 500 ETF shares in Q2 2026, an estimated $118K.
  • Strive 500 ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2775 holding.
  • Wealth Enhancement Advisory Services first reported a position in Strive 500 ETF in Q2 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's Strive 500 ETF position peaked at $480K in Q3 2025.
  • 37 funds tracked by Wall St. Rank held Strive 500 ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.