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Compass Financial Management’s Strive 1000 Dividend Growth ETF STXD Stock Holding History

Compass Financial Management’s Portfolio STXD Stock Details STXD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.46K Buy
+87
New +$3.32K ﹤0.01% 1251

Other funds holding STXD

FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
GS
GTS Securities New York $4.75B AUM 41.97% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
PP
PDS Planning Dublin, Ohio $1.73B AUM 24.11% 1-Year Est. Return

Compass Financial Management's STXD Position: Q2 2026 in Review

Compass Financial Management opened a new position in Strive 1000 Dividend Growth ETF (STXD) in Q2 2026: 87 shares worth $3.46K. The stake represents ﹤0.01% of the portfolio and ranks #1251 among its holdings.

27 funds tracked by Wall St. Rank hold STXD as of Q2 2026.

  • Compass Financial Management held 87 shares of Strive 1000 Dividend Growth ETF worth $3.46K as of Q2 2026.
  • Strive 1000 Dividend Growth ETF was a new Compass Financial Management position in Q2 2026.
  • Strive 1000 Dividend Growth ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1251 holding.
  • 27 funds tracked by Wall St. Rank held Strive 1000 Dividend Growth ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.