Carson Wealth (CWM LLC)’s Strive 1000 Growth ETF STXG Stock Holding History

Carson Wealth (CWM LLC)’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	$160K	Hold	3,419	–	–	﹤0.01%	2912
2025 Q4	$174K	Hold	3,419	–	–	﹤0.01%	2681
2025 Q3	$171K	Hold	3,419	–	–	﹤0.01%	2563
2025 Q2	$157K	Hold	3,419	–	–	﹤0.01%	2377
2025 Q1	$137K	Hold	3,419	–	–	﹤0.01%	2171
2024 Q4	$148K	Hold	3,419	–	–	﹤0.01%	2031
2024 Q3	$142K	Hold	3,419	–	–	﹤0.01%	1968
2024 Q2	$136K	Hold	3,419	–	–	﹤0.01%	1791
2024 Q1	$128K	Hold	3,419	–	–	﹤0.01%	1741
2023 Q4	$116K	Hold	3,419	–	–	﹤0.01%	1670
2023 Q3	$103K	Hold	3,419	–	–	﹤0.01%	1611
2023 Q2	$107K	Buy	+3,419	New	+$99.5K	﹤0.01%	1538

Other funds holding STXG

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Carson Wealth (CWM LLC)'s STXG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Strive 1000 Growth ETF (STXG) position steady in Q1 2026 at 3,419 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #2912.

Carson Wealth (CWM LLC) first reported a position in STXG in Q2 2023 and has held it in 12 quarters since. The position peaked at $174K in Q4 2025. 43 funds tracked by Wall St. Rank hold STXG as of Q1 2026.

Carson Wealth (CWM LLC) held 3,419 shares of Strive 1000 Growth ETF worth $160K as of Q1 2026.
Carson Wealth (CWM LLC) left its Strive 1000 Growth ETF share count unchanged in Q1 2026.
Strive 1000 Growth ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2912 holding.
Carson Wealth (CWM LLC) first reported a position in Strive 1000 Growth ETF in Q2 2023 and has held it in 12 quarters since.
Carson Wealth (CWM LLC)'s Strive 1000 Growth ETF position peaked at $174K in Q4 2025.
43 funds tracked by Wall St. Rank held Strive 1000 Growth ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.