EFS
STXG icon

Essex Financial Services’s Strive 1000 Growth ETF STXG Stock Holding History

Essex Financial Services’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 		$578K Hold
12,322
– – 0.03% 422
2025
Q4 		$627K Sell
12,322
-899
-7% -$45.5K 0.04% 388
2025
Q3 		$660K Buy
13,221
+222
+2% +$10.6K 0.04% 359
2025
Q2 		$598K Buy
12,999
+760
+6% +$31.8K 0.04% 373
2025
Q1 		$490K Buy
12,239
+1
+0% +$43 0.04% 387
2024
Q4 		$531K Hold
12,238
– – 0.04% 365
2024
Q3 		$520K Hold
12,238
– – 0.04% 367
2024
Q2 		$467K Buy
12,238
+6,776
+124% +$256K 0.03% 386
2024
Q1 		$205K Buy
+5,462
New +$196K 0.02% 510

Other funds holding STXG

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
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Essex Financial Services's STXG Position: Q1 2026 in Review

Essex Financial Services held its Strive 1000 Growth ETF (STXG) position steady in Q1 2026 at 12,322 shares worth $578K. The position accounts for 0.03% of the portfolio, ranked #422.

Essex Financial Services first reported a position in STXG in Q1 2024 and has held it in 9 quarters since. The position peaked at $660K in Q3 2025. 43 funds tracked by Wall St. Rank hold STXG as of Q1 2026.

  • Essex Financial Services held 12,322 shares of Strive 1000 Growth ETF worth $578K as of Q1 2026.
  • Essex Financial Services left its Strive 1000 Growth ETF share count unchanged in Q1 2026.
  • Strive 1000 Growth ETF made up 0.03% of Essex Financial Services's portfolio in Q1 2026, its #422 holding.
  • Essex Financial Services first reported a position in Strive 1000 Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • Essex Financial Services's Strive 1000 Growth ETF position peaked at $660K in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Strive 1000 Growth ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.