Advyzon Investment Management’s Strive MidCap ETF STXM Stock Holding History

Advyzon Investment Management’s Portfolio STXM Stock Details STXM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-70,082	Closed	-$2M	–	723
2025 Q4	$2M	Sell	70,082 -64,716	-48%	-$1.84M	0.23%	106
2025 Q3	$3.81M	Buy	134,798 +1,036	+0.8%	+$28.5K	0.65%	35
2025 Q2	$3.53M	Buy	133,762 +6,397	+5%	+$159K	0.78%	27
2025 Q1	$3.13M	Buy	127,365 +13,676	+12%	+$357K	1.11%	17
2024 Q4	$2.96M	Buy	+113,689	New	+$3.05M	1.14%	16

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

Advyzon Investment Management sold out of Strive MidCap ETF (STXM) in Q1 2026, closing a stake of 70,082 shares — an estimated $2M sold.

Advyzon Investment Management first reported a position in STXM in Q4 2024 and held it in 5 quarters. The position peaked at $3.81M in Q3 2025. 0 funds tracked by Wall St. Rank hold STXM as of Q1 2026.

Advyzon Investment Management reported no remaining Strive MidCap ETF position as of Q1 2026 after selling out during the quarter.
Advyzon Investment Management sold 70,082 Strive MidCap ETF shares in Q1 2026, an estimated $2M.
Advyzon Investment Management first reported a position in Strive MidCap ETF in Q4 2024 and held it in 5 quarters.
Advyzon Investment Management's Strive MidCap ETF position peaked at $3.81M in Q3 2025.
0 funds tracked by Wall St. Rank held Strive MidCap ETF as of Q1 2026.

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