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CoreCap Advisors’s Strive 1000 Growth ETF STXG Stock Holding History

CoreCap Advisors’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
2024
Q4 		– Sell
-156
Closed -$6.49K – 2973
2024
Q3 		$6.49K Hold
156
– – ﹤0.01% 1914
2024
Q2 		$6.22K Sell
156
-4
-3% -$151 ﹤0.01% 1135
2024
Q1 		$6K Buy
+160
New +$5.74K ﹤0.01% 1879

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 $523M AUM 23.92% 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
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

CoreCap Advisors's STXG Position: Q4 2024 in Review

CoreCap Advisors sold out of Strive 1000 Growth ETF (STXG) in Q4 2024, closing a stake of 156 shares — an estimated $6.49K sold.

CoreCap Advisors first reported a position in STXG in Q1 2024 and held it in 3 quarters. The position peaked at $6.49K in Q3 2024. 35 funds tracked by Wall St. Rank hold STXG as of Q4 2024.

  • CoreCap Advisors reported no remaining Strive 1000 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • CoreCap Advisors sold 156 Strive 1000 Growth ETF shares in Q4 2024, an estimated $6.49K.
  • CoreCap Advisors first reported a position in Strive 1000 Growth ETF in Q1 2024 and held it in 3 quarters.
  • CoreCap Advisors's Strive 1000 Growth ETF position peaked at $6.49K in Q3 2024.
  • 35 funds tracked by Wall St. Rank held Strive 1000 Growth ETF as of Q4 2024.

Based on CoreCap Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.