Holistic Planning’s Strive Total Return Bond ETF STXT Stock Holding History

Holistic Planning’s Portfolio STXT Stock Details STXT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.9M	Sell	96,946 -6,805	-7%	-$135K	0.3%	80
2026 Q1	$2.07M	Sell	103,751 -18,604	-15%	-$374K	0.41%	54
2025 Q4	$2.46M	Sell	122,355 -27,977	-19%	-$567K	0.52%	41
2025 Q3	$3.05M	Buy	150,332 +15,708	+12%	+$318K	0.8%	24
2025 Q2	$2.72M	Buy	134,624 +4,889	+4%	+$97.8K	0.78%	23
2025 Q1	$2.61M	Buy	129,735 +19,345	+18%	+$386K	0.88%	24
2024 Q4	$2.19M	Buy	110,390 +20,171	+22%	+$407K	0.79%	24
2024 Q3	$1.87M	Buy	90,219 +54,167	+150%	+$1.11M	0.79%	27
2024 Q2	$727K	Hold	36,052	–	–	0.56%	51
2024 Q1	$727K	Buy	36,052 +16,373	+83%	+$331K	0.56%	51
2023 Q4	$403K	Buy	+19,679	New	+$389K	0.34%	70

Other funds holding STXT

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

IAN

Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Holistic Planning's STXT Position: Q2 2026 in Review

Holistic Planning reduced its Strive Total Return Bond ETF (STXT) stake by 6.6% in Q2 2026, selling an estimated $135K and leaving 96,946 shares worth $1.9M. The position accounts for 0.3% of the portfolio, ranked #80.

Holistic Planning first reported a position in STXT in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.05M in Q3 2025. 21 funds tracked by Wall St. Rank hold STXT as of Q2 2026.

Holistic Planning held 96,946 shares of Strive Total Return Bond ETF worth $1.9M as of Q2 2026.
Holistic Planning sold 6,805 Strive Total Return Bond ETF shares in Q2 2026, an estimated $135K.
Strive Total Return Bond ETF made up 0.3% of Holistic Planning's portfolio in Q2 2026, its #80 holding.
Holistic Planning first reported a position in Strive Total Return Bond ETF in Q4 2023 and has held it in 11 quarters since.
Holistic Planning's Strive Total Return Bond ETF position peaked at $3.05M in Q3 2025.
21 funds tracked by Wall St. Rank held Strive Total Return Bond ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.