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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
2026
Q1 		$15.6M Sell
333,587
-18,492
-5% -$918K 3.12% 6
2025
Q4 		$17.9M Sell
352,079
-57,793
-14% -$2.93M 3.82% 6
2025
Q3 		$20.5M Buy
409,872
+24,635
+6% +$1.18M 5.37% 2
2025
Q2 		$17.7M Buy
385,237
+13,515
+4% +$566K 5.08% 4
2025
Q1 		$14.9M Buy
371,722
+59,572
+19% +$2.57M 5.04% 5
2024
Q4 		$13.6M Buy
312,150
+17,548
+6% +$758K 4.91% 4
2024
Q3 		$12.2M Buy
294,602
+202,959
+221% +$8.13M 5.18% 3
2024
Q2 		$3.44M Hold
91,643
– – 2.64% 7
2024
Q1 		$3.44M Buy
91,643
+60,784
+197% +$2.18M 2.62% 7
2023
Q4 		$1.05M Buy
+30,859
New +$976K 0.88% 40

Other funds holding STXG

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Holistic Planning's STXG Position: Q1 2026 in Review

Holistic Planning reduced its Strive 1000 Growth ETF (STXG) stake by 5.3% in Q1 2026, selling an estimated $918K and leaving 333,587 shares worth $15.6M. The position accounts for 3.12% of the portfolio, ranked #6.

Holistic Planning first reported a position in STXG in Q4 2023 and has held it in 10 quarters since. The position peaked at $20.5M in Q3 2025. 43 funds tracked by Wall St. Rank hold STXG as of Q1 2026.

  • Holistic Planning held 333,587 shares of Strive 1000 Growth ETF worth $15.6M as of Q1 2026.
  • Holistic Planning sold 18,492 Strive 1000 Growth ETF shares in Q1 2026, an estimated $918K.
  • Strive 1000 Growth ETF made up 3.12% of Holistic Planning's portfolio in Q1 2026, its #6 holding.
  • Holistic Planning first reported a position in Strive 1000 Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • Holistic Planning's Strive 1000 Growth ETF position peaked at $20.5M in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Strive 1000 Growth ETF as of Q1 2026.

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