Avantax Planning Partners’s Strive MidCap ETF STXM Stock Holding History

Avantax Planning Partners’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	-13,980	Closed	-$399K	–	466
2025 Q4	$399K	Buy	+13,980	New	+$397K	0.01%	306

Avantax Planning Partners's STXM Position: Q1 2026 in Review

Avantax Planning Partners sold out of Strive MidCap ETF (STXM) in Q1 2026, closing a stake of 13,980 shares — an estimated $399K sold.

Avantax Planning Partners first reported a position in STXM in Q4 2025 and held it in 1 quarter. The position peaked at $399K in Q4 2025. 0 funds tracked by Wall St. Rank hold STXM as of Q1 2026.

Avantax Planning Partners reported no remaining Strive MidCap ETF position as of Q1 2026 after selling out during the quarter.
Avantax Planning Partners sold 13,980 Strive MidCap ETF shares in Q1 2026, an estimated $399K.
Avantax Planning Partners first reported a position in Strive MidCap ETF in Q4 2025 and held it in 1 quarter.
Avantax Planning Partners's Strive MidCap ETF position peaked at $399K in Q4 2025.
0 funds tracked by Wall St. Rank held Strive MidCap ETF as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.