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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
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

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $523M AUM 20.1% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
PP
PDS Planning Dublin, Ohio $1.52B AUM 18.08% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Holistic Planning's STXD Position: Q1 2026 in Review

Holistic Planning reduced its Strive 1000 Dividend Growth ETF (STXD) stake by 8.7% in Q1 2026, selling an estimated $105K and leaving 29,736 shares worth $1.06M. The position accounts for 0.21% of the portfolio, ranked #98.

Holistic Planning first reported a position in STXD in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.44M in Q3 2025. 29 funds tracked by Wall St. Rank hold STXD as of Q1 2026.

  • Holistic Planning held 29,736 shares of Strive 1000 Dividend Growth ETF worth $1.06M as of Q1 2026.
  • Holistic Planning sold 2,827 Strive 1000 Dividend Growth ETF shares in Q1 2026, an estimated $105K.
  • Strive 1000 Dividend Growth ETF made up 0.21% of Holistic Planning's portfolio in Q1 2026, its #98 holding.
  • Holistic Planning first reported a position in Strive 1000 Dividend Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • Holistic Planning's Strive 1000 Dividend Growth ETF position peaked at $1.44M in Q3 2025.
  • 29 funds tracked by Wall St. Rank held Strive 1000 Dividend Growth ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.