Holistic Planning’s Strive 1000 Dividend Growth ETF STXD Stock Holding History

Holistic Planning’s Portfolio STXD Stock Details STXD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.18M	Sell	29,576 -160	-0.5%	-$6.11K	0.18%	115
2026 Q1	$1.06M	Sell	29,736 -2,827	-9%	-$105K	0.21%	98
2025 Q4	$1.21M	Sell	32,563 -6,726	-17%	-$248K	0.26%	84
2025 Q3	$1.44M	Buy	39,289 +4,566	+13%	+$163K	0.38%	53
2025 Q2	$1.21M	Buy	34,723 +350	+1%	+$11.4K	0.35%	57
2025 Q1	$1.11M	Buy	34,373 +2,095	+6%	+$69.5K	0.38%	50
2024 Q4	$1.05M	Buy	32,278 +706	+2%	+$23.6K	0.38%	51
2024 Q3	$1.07M	Buy	31,572 +2,595	+9%	+$84.5K	0.45%	47
2024 Q2	$898K	Hold	28,977	–	–	0.69%	44
2024 Q1	$898K	Sell	28,977 -2,230	-7%	-$66.7K	0.69%	44
2023 Q4	$902K	Buy	+31,207	New	+$851K	0.76%	42

Other funds holding STXD

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

PDS Planning Dublin, Ohio $1.73B AUM 24.11% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Holistic Planning's STXD Position: Q2 2026 in Review

Holistic Planning reduced its Strive 1000 Dividend Growth ETF (STXD) stake by 0.54% in Q2 2026, selling an estimated $6.11K and leaving 29,576 shares worth $1.18M. The position accounts for 0.18% of the portfolio, ranked #115.

Holistic Planning first reported a position in STXD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.44M in Q3 2025. 28 funds tracked by Wall St. Rank hold STXD as of Q2 2026.

Holistic Planning held 29,576 shares of Strive 1000 Dividend Growth ETF worth $1.18M as of Q2 2026.
Holistic Planning sold 160 Strive 1000 Dividend Growth ETF shares in Q2 2026, an estimated $6.11K.
Strive 1000 Dividend Growth ETF made up 0.18% of Holistic Planning's portfolio in Q2 2026, its #115 holding.
Holistic Planning first reported a position in Strive 1000 Dividend Growth ETF in Q4 2023 and has held it in 11 quarters since.
Holistic Planning's Strive 1000 Dividend Growth ETF position peaked at $1.44M in Q3 2025.
28 funds tracked by Wall St. Rank held Strive 1000 Dividend Growth ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.