Grantvest Financial Group’s Strive MidCap ETF STXM Stock Holding History

Grantvest Financial Group’s Portfolio STXM Stock Details STXM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-13,011	Closed	-$371K	–	179
2025 Q4	$371K	Buy	13,011 +520	+4%	+$14.8K	0.24%	95
2025 Q3	$353K	Sell	12,491 -218	-2%	-$5.99K	0.24%	96
2025 Q2	$336K	Sell	12,709 -560	-4%	-$13.9K	0.25%	95
2025 Q1	$326K	Buy	13,269 +3,248	+32%	+$84.9K	0.26%	91
2024 Q4	$261K	Buy	+10,021	New	+$269K	0.29%	100

Grantvest Financial Group's STXM Position: Q1 2026 in Review

Grantvest Financial Group sold out of Strive MidCap ETF (STXM) in Q1 2026, closing a stake of 13,011 shares — an estimated $371K sold.

Grantvest Financial Group first reported a position in STXM in Q4 2024 and held it in 5 quarters. The position peaked at $371K in Q4 2025. 0 funds tracked by Wall St. Rank hold STXM as of Q1 2026.

Grantvest Financial Group reported no remaining Strive MidCap ETF position as of Q1 2026 after selling out during the quarter.
Grantvest Financial Group sold 13,011 Strive MidCap ETF shares in Q1 2026, an estimated $371K.
Grantvest Financial Group first reported a position in Strive MidCap ETF in Q4 2024 and held it in 5 quarters.
Grantvest Financial Group's Strive MidCap ETF position peaked at $371K in Q4 2025.
0 funds tracked by Wall St. Rank held Strive MidCap ETF as of Q1 2026.

Based on Grantvest Financial Group's 13F filing for Q1 2026, filed 11 May 2026.