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Advyzon Investment Management’s Strive 1000 Dividend Growth ETF STXD Stock Holding History

Advyzon Investment Management’s Portfolio STXD Stock Details STXD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$280K Sell
7,876
-5,113
-39% -$190K 0.03% 559
2025
Q4 		$481K Sell
12,989
-177
-1% -$6.51K 0.06% 332
2025
Q3 		$481K Buy
13,166
+994
+8% +$35.4K 0.08% 227
2025
Q2 		$423K Sell
12,172
-924
-7% -$30.1K 0.09% 205
2025
Q1 		$424K Sell
13,096
-79
-0.6% -$2.62K 0.15% 133
2024
Q4 		$430K Buy
+13,175
New +$441K 0.17% 115

Other funds holding STXD

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
PP
PDS Planning Dublin, Ohio $1.73B AUM 24.11% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Advyzon Investment Management's STXD Position: Q1 2026 in Review

Advyzon Investment Management reduced its Strive 1000 Dividend Growth ETF (STXD) stake by 39% in Q1 2026, selling an estimated $190K and leaving 7,876 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #559.

Advyzon Investment Management first reported a position in STXD in Q4 2024 and has held it in 6 quarters since. The position peaked at $481K in Q4 2025. 29 funds tracked by Wall St. Rank hold STXD as of Q1 2026.

  • Advyzon Investment Management held 7,876 shares of Strive 1000 Dividend Growth ETF worth $280K as of Q1 2026.
  • Advyzon Investment Management sold 5,113 Strive 1000 Dividend Growth ETF shares in Q1 2026, an estimated $190K.
  • Strive 1000 Dividend Growth ETF made up 0.03% of Advyzon Investment Management's portfolio in Q1 2026, its #559 holding.
  • Advyzon Investment Management first reported a position in Strive 1000 Dividend Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Advyzon Investment Management's Strive 1000 Dividend Growth ETF position peaked at $481K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held Strive 1000 Dividend Growth ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.