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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
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

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
WCM
Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Everhart Financial Group's STXG Position: Q2 2026 in Review

Everhart Financial Group reduced its Strive 1000 Growth ETF (STXG) stake by 2.3% in Q2 2026, selling an estimated $31.4K and leaving 24,605 shares worth $1.36M. The position accounts for 0.09% of the portfolio, ranked #122.

Everhart Financial Group first reported a position in STXG in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.68M in Q2 2025. 9 funds tracked by Wall St. Rank hold STXG as of Q2 2026.

  • Everhart Financial Group held 24,605 shares of Strive 1000 Growth ETF worth $1.36M as of Q2 2026.
  • Everhart Financial Group sold 589 Strive 1000 Growth ETF shares in Q2 2026, an estimated $31.4K.
  • Strive 1000 Growth ETF made up 0.09% of Everhart Financial Group's portfolio in Q2 2026, its #122 holding.
  • Everhart Financial Group first reported a position in Strive 1000 Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • Everhart Financial Group's Strive 1000 Growth ETF position peaked at $1.68M in Q2 2025.
  • 9 funds tracked by Wall St. Rank held Strive 1000 Growth ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.