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

Advyzon Investment Management’s Portfolio STXG Stock Details STXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.62M Sell
98,427
-48,240
-33% -$2.4M 0.41% 57
2025
Q4 		$7.46M Sell
146,667
-133,985
-48% -$6.78M 0.87% 25
2025
Q3 		$14M Buy
280,652
+4,913
+2% +$235K 2.4% 4
2025
Q2 		$12.7M Buy
275,739
+14,724
+6% +$617K 2.81% 4
2025
Q1 		$10.5M Buy
261,015
+63,945
+32% +$2.76M 3.7% 5
2024
Q4 		$8.56M Buy
+197,070
New +$8.51M 3.3% 6

Other funds holding STXG

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Advyzon Investment Management reduced its Strive 1000 Growth ETF (STXG) stake by 33% in Q1 2026, selling an estimated $2.4M and leaving 98,427 shares worth $4.62M. The position accounts for 0.41% of the portfolio, ranked #57.

Advyzon Investment Management first reported a position in STXG in Q4 2024 and has held it in 6 quarters since. The position peaked at $14M in Q3 2025. 43 funds tracked by Wall St. Rank hold STXG as of Q1 2026.

  • Advyzon Investment Management held 98,427 shares of Strive 1000 Growth ETF worth $4.62M as of Q1 2026.
  • Advyzon Investment Management sold 48,240 Strive 1000 Growth ETF shares in Q1 2026, an estimated $2.4M.
  • Strive 1000 Growth ETF made up 0.41% of Advyzon Investment Management's portfolio in Q1 2026, its #57 holding.
  • Advyzon Investment Management first reported a position in Strive 1000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Advyzon Investment Management's Strive 1000 Growth ETF position peaked at $14M in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Strive 1000 Growth ETF as of Q1 2026.

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