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
Q2 		$709K Buy
12,822
+500
+4% +$26.7K 0.04% 394
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 $643M AUM 18.84% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $9.12B AUM 27.44% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Essex Financial Services's STXG Position: Q2 2026 in Review

Essex Financial Services increased its Strive 1000 Growth ETF (STXG) stake by 4.1% in Q2 2026, buying an estimated $26.7K and bringing the position to 12,822 shares worth $709K. The position accounts for 0.04% of the portfolio, ranked #394.

Essex Financial Services first reported a position in STXG in Q1 2024 and has held it in 10 quarters since. 47 funds tracked by Wall St. Rank hold STXG as of Q2 2026.

  • Essex Financial Services held 12,822 shares of Strive 1000 Growth ETF worth $709K as of Q2 2026.
  • Essex Financial Services bought 500 Strive 1000 Growth ETF shares in Q2 2026, an estimated $26.7K.
  • Strive 1000 Growth ETF made up 0.04% of Essex Financial Services's portfolio in Q2 2026, its #394 holding.
  • Essex Financial Services first reported a position in Strive 1000 Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • 47 funds tracked by Wall St. Rank held Strive 1000 Growth ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.