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WealthPlan Investment Management’s Strive 500 ETF STXF Stock Holding History

WealthPlan Investment Management’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
Q3 		$4.29M Buy
86,925
+1,437
+2% +$70.6K 0.21% 100
2026
Q2 		$4.13M Sell
85,488
-470
-0.5% -$22K 0.21% 101
2026
Q1 		$3.61M Buy
+85,958
New +$3.77M 0.2% 109

Other funds holding STXF

OC
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
PCMU
Paragon Capital Management (Utah) Provo, Utah $132M AUM 24.83% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFWM
Future Financial Wealth Management Cincinnati, Ohio $163M AUM 15.03% 1-Year Est. Return
Fulton Bank
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

WealthPlan Investment Management's STXF Position: Q3 2026 in Review

WealthPlan Investment Management increased its Strive 500 ETF (STXF) stake by 1.7% in Q3 2026, buying an estimated $70.6K and bringing the position to 86,925 shares worth $4.29M. The position accounts for 0.21% of the portfolio, ranked #100.

WealthPlan Investment Management first reported a position in STXF in Q1 2026 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold STXF as of Q3 2026.

  • WealthPlan Investment Management held 86,925 shares of Strive 500 ETF worth $4.29M as of Q3 2026.
  • WealthPlan Investment Management bought 1,437 Strive 500 ETF shares in Q3 2026, an estimated $70.6K.
  • Strive 500 ETF made up 0.21% of WealthPlan Investment Management's portfolio in Q3 2026, its #100 holding.
  • WealthPlan Investment Management first reported a position in Strive 500 ETF in Q1 2026 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held Strive 500 ETF as of Q3 2026.

Based on WealthPlan Investment Management's 13F filing for Q3 2026, filed 15 Oct 2026.