Holistic Planning
STXD icon

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

Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GWN Securities
GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PDS Planning
PDS Planning Dublin, Ohio $1.73B AUM 24.11% 1-Year Est. Return
Harbour Investments
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.