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Balance Wealth’s Strive 1000 Growth ETF STXG Stock Holding History

Balance Wealth’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
Q2 		$224K Buy
+4,062
New +$217K 0.06% 154
2026
Q1 		– Sell
-4,004
Closed -$204K – 158
2025
Q4 		$204K Buy
+4,004
New +$203K 0.07% 139

Other funds holding STXG

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $9.12B AUM 27.44% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Balance Wealth's STXG Position: Q2 2026 in Review

Balance Wealth opened a new position in Strive 1000 Growth ETF (STXG) in Q2 2026: 4,062 shares worth $224K. The stake represents 0.06% of the portfolio and ranks #154 among its holdings. This is a return to the name: Balance Wealth previously reported a position in STXG as recently as Q4 2025.

Balance Wealth first reported a position in STXG in Q4 2025 and has held it in 2 quarters since. 47 funds tracked by Wall St. Rank hold STXG as of Q2 2026.

  • Balance Wealth held 4,062 shares of Strive 1000 Growth ETF worth $224K as of Q2 2026.
  • Strive 1000 Growth ETF was a new Balance Wealth position in Q2 2026.
  • Strive 1000 Growth ETF made up 0.06% of Balance Wealth's portfolio in Q2 2026, its #154 holding.
  • Balance Wealth first reported a position in Strive 1000 Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 47 funds tracked by Wall St. Rank held Strive 1000 Growth ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.