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STXG icon

Castleview Partners’s Strive 1000 Growth ETF STXG Stock Holding History

Castleview Partners’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
2025
Q1 		– Sell
-641
Closed -$27.8K – 517
2024
Q4 		$27.8K Hold
641
– – 0.02% 425
2024
Q3 		$26.6K Hold
641
– – 0.02% 408
2024
Q2 		$25.5K Hold
641
– – 0.01% 408
2024
Q1 		$24K Hold
641
– – 0.01% 441
2023
Q4 		$21.8K Buy
+641
New +$20.3K 0.02% 427

Other funds holding STXG

DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Castleview Partners's STXG Position: Q1 2025 in Review

Castleview Partners sold out of Strive 1000 Growth ETF (STXG) in Q1 2025, closing a stake of 641 shares — an estimated $27.8K sold.

Castleview Partners first reported a position in STXG in Q4 2023 and held it in 5 quarters. The position peaked at $27.8K in Q4 2024. 43 funds tracked by Wall St. Rank hold STXG as of Q1 2025.

  • Castleview Partners reported no remaining Strive 1000 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 641 Strive 1000 Growth ETF shares in Q1 2025, an estimated $27.8K.
  • Castleview Partners first reported a position in Strive 1000 Growth ETF in Q4 2023 and held it in 5 quarters.
  • Castleview Partners's Strive 1000 Growth ETF position peaked at $27.8K in Q4 2024.
  • 43 funds tracked by Wall St. Rank held Strive 1000 Growth ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.