Holistic Planning’s Strive 1000 Growth ETF STXG Stock Holding History

Holistic Planning’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
2025 Q3	$20.5M	Buy
2025 Q2	$17.7M	Buy
2025 Q1	$14.9M	Buy
2024 Q4	$13.6M	Buy
2024 Q3	$12.2M	Buy
2024 Q2	$3.44M	Hold
2024 Q1	$3.44M	Buy
2023 Q4	$1.05M	Buy