Holistic Planning’s Strive MidCap ETF STXM Stock Holding History

Holistic Planning’s Portfolio STXM Stock Details STXM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-148,677	Closed	-$4.24M	–	312
2025 Q4	$4.24M	Sell	148,677 -38,060	-20%	-$1.08M	0.9%	24
2025 Q3	$5.27M	Sell	186,737 -5,093	-3%	-$140K	1.38%	17
2025 Q2	$5.07M	Buy	191,830 +5,160	+3%	+$128K	1.45%	16
2025 Q1	$4.59M	Buy	186,670 +13,046	+8%	+$341K	1.55%	11
2024 Q4	$4.52M	Buy	173,624 +8,973	+5%	+$240K	1.64%	12
2024 Q3	$4.28M	Buy	+164,651	New	+$4.09M	1.81%	10

Holistic Planning's STXM Position: Q1 2026 in Review

Holistic Planning sold out of Strive MidCap ETF (STXM) in Q1 2026, closing a stake of 148,677 shares — an estimated $4.24M sold.

Holistic Planning first reported a position in STXM in Q3 2024 and held it in 6 quarters. The position peaked at $5.27M in Q3 2025. 0 funds tracked by Wall St. Rank hold STXM as of Q1 2026.

Holistic Planning reported no remaining Strive MidCap ETF position as of Q1 2026 after selling out during the quarter.
Holistic Planning sold 148,677 Strive MidCap ETF shares in Q1 2026, an estimated $4.24M.
Holistic Planning first reported a position in Strive MidCap ETF in Q3 2024 and held it in 6 quarters.
Holistic Planning's Strive MidCap ETF position peaked at $5.27M in Q3 2025.
0 funds tracked by Wall St. Rank held Strive MidCap ETF as of Q1 2026.

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