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 Q1	–	Sell	-4,004	Closed	-$204K	–	158
2025 Q4	$204K	Buy	+4,004	New	+$203K	0.07%	139

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

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

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

Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 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

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

Balance Wealth's STXG Position: Q1 2026 in Review

Balance Wealth sold out of Strive 1000 Growth ETF (STXG) in Q1 2026, closing a stake of 4,004 shares — an estimated $204K sold.

Balance Wealth first reported a position in STXG in Q4 2025 and held it in 1 quarter. The position peaked at $204K in Q4 2025. 43 funds tracked by Wall St. Rank hold STXG as of Q1 2026.

Balance Wealth reported no remaining Strive 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
Balance Wealth sold 4,004 Strive 1000 Growth ETF shares in Q1 2026, an estimated $204K.
Balance Wealth first reported a position in Strive 1000 Growth ETF in Q4 2025 and held it in 1 quarter.
Balance Wealth's Strive 1000 Growth ETF position peaked at $204K in Q4 2025.
43 funds tracked by Wall St. Rank held Strive 1000 Growth ETF as of Q1 2026.

Based on Balance Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.