AssetMark Inc’s Strive 1000 Growth ETF STXG Stock Holding History

AssetMark Inc’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	–	Sell	-51	Closed	-$2.6K	–	3592
2025 Q4	$2.6K	Buy	+51	New	+$2.58K	﹤0.01%	2696
2025 Q2	–	Sell	-11,960	Closed	-$479K	–	3117
2025 Q1	$479K	Buy	+11,960	New	+$516K	﹤0.01%	993
2024 Q2	–	Sell	-27	Closed	-$1.01K	–	2221
2024 Q1	$1.01K	Buy	+27	New	+$968	﹤0.01%	1673

Other funds holding STXG

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

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

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

AssetMark Inc's STXG Position: Q1 2026 in Review

AssetMark Inc sold out of Strive 1000 Growth ETF (STXG) in Q1 2026, closing a stake of 51 shares — an estimated $2.6K sold.

AssetMark Inc first reported a position in STXG in Q1 2024 and held it in 3 quarters. The position peaked at $479K in Q1 2025. 43 funds tracked by Wall St. Rank hold STXG as of Q1 2026.

AssetMark Inc reported no remaining Strive 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
AssetMark Inc sold 51 Strive 1000 Growth ETF shares in Q1 2026, an estimated $2.6K.
AssetMark Inc first reported a position in Strive 1000 Growth ETF in Q1 2024 and held it in 3 quarters.
AssetMark Inc's Strive 1000 Growth ETF position peaked at $479K in Q1 2025.
43 funds tracked by Wall St. Rank held Strive 1000 Growth ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.