Advyzon Investment Management’s Strive Total Return Bond ETF STXT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$793K	Sell	39,836 -16,732	-30%	-$337K	0.07%	275
2025 Q4	$1.14M	Sell	56,568 -17,943	-24%	-$364K	0.13%	170
2025 Q3	$1.51M	Buy	74,511 +11,999	+19%	+$243K	0.26%	90
2025 Q2	$1.26M	Buy	62,512 +2,867	+5%	+$57.4K	0.28%	76
2025 Q1	$1.2M	Buy	59,645 +18,278	+44%	+$365K	0.42%	42
2024 Q4	$819K	Buy	+41,367	New	+$834K	0.32%	59

Other funds holding STXT

McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Advyzon Investment Management reduced its Strive Total Return Bond ETF (STXT) stake by 30% in Q1 2026, selling an estimated $337K and leaving 39,836 shares worth $793K. The position accounts for 0.07% of the portfolio, ranked #275.

Advyzon Investment Management first reported a position in STXT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.51M in Q3 2025. 27 funds tracked by Wall St. Rank hold STXT as of Q1 2026.

Advyzon Investment Management held 39,836 shares of Strive Total Return Bond ETF worth $793K as of Q1 2026.
Advyzon Investment Management sold 16,732 Strive Total Return Bond ETF shares in Q1 2026, an estimated $337K.
Strive Total Return Bond ETF made up 0.07% of Advyzon Investment Management's portfolio in Q1 2026, its #275 holding.
Advyzon Investment Management first reported a position in Strive Total Return Bond ETF in Q4 2024 and has held it in 6 quarters since.
Advyzon Investment Management's Strive Total Return Bond ETF position peaked at $1.51M in Q3 2025.
27 funds tracked by Wall St. Rank held Strive Total Return Bond ETF as of Q1 2026.

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