Everhart Financial Group
STXG icon

Everhart Financial Group’s Strive 1000 Growth ETF STXG Stock Holding History

Everhart Financial Group’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
Q3 		$1.18M Sell
20,844
-3,761
-15% -$210K 0.07% 151
2026
Q2 		$1.36M Sell
24,605
-589
-2% -$31.4K 0.09% 122
2026
Q1 		$1.18M Sell
25,194
-2,568
-9% -$128K 0.1% 134
2025
Q4 		$1.41M Sell
27,762
-2,461
-8% -$125K 0.13% 103
2025
Q3 		$1.51M Sell
30,223
-6,349
-17% -$304K 0.15% 86
2025
Q2 		$1.68M Buy
36,572
+5,026
+16% +$211K 0.19% 73
2025
Q1 		$1.26M Sell
31,546
-191
-0.6% -$8.24K 0.17% 84
2024
Q4 		$1.38M Sell
31,737
-169
-0.5% -$7.3K 0.28% 63
2024
Q3 		$1.33M Sell
31,906
-4,668
-13% -$187K 0.29% 63
2024
Q2 		$1.46M Buy
36,574
+12,951
+55% +$489K 0.38% 47
2024
Q1 		$886K Sell
23,623
-80
-0.3% -$2.87K 0.26% 78
2023
Q4 		$805K Sell
23,703
-214
-0.9% -$6.77K 0.29% 69
2023
Q3 		$718K Sell
23,917
-31
-0.1% -$970 0.3% 71
2023
Q2 		$750K Buy
+23,948
New +$697K 0.31% 68

Other funds holding STXG

OxenFree Capital
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
Holistic Planning
Holistic Planning Nacogdoches, Texas $718M AUM 13.66% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return
Demars Financial Group
Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return
Worthington Financial Partners
Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
GWN Securities
GWN Securities Palm Beach Gardens, Florida $636M AUM 25.82% 1-Year Est. Return

Everhart Financial Group's STXG Position: Q3 2026 in Review

Everhart Financial Group reduced its Strive 1000 Growth ETF (STXG) stake by 15% in Q3 2026, selling an estimated $210K and leaving 20,844 shares worth $1.18M. The position accounts for 0.07% of the portfolio, ranked #151.

Everhart Financial Group first reported a position in STXG in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.68M in Q2 2025. 37 funds tracked by Wall St. Rank hold STXG as of Q3 2026.

  • Everhart Financial Group held 20,844 shares of Strive 1000 Growth ETF worth $1.18M as of Q3 2026.
  • Everhart Financial Group sold 3,761 Strive 1000 Growth ETF shares in Q3 2026, an estimated $210K.
  • Strive 1000 Growth ETF made up 0.07% of Everhart Financial Group's portfolio in Q3 2026, its #151 holding.
  • Everhart Financial Group first reported a position in Strive 1000 Growth ETF in Q2 2023 and has held it in 14 quarters since.
  • Everhart Financial Group's Strive 1000 Growth ETF position peaked at $1.68M in Q2 2025.
  • 37 funds tracked by Wall St. Rank held Strive 1000 Growth ETF as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.