Horan Securities
STXD icon

Horan Securities’s Strive 1000 Dividend Growth ETF STXD Stock Holding History

Horan Securities’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
2023
Q3 		– Sell
-100
Closed -$2.75K – 592
2023
Q2 		$2.75K Hold
100
– – ﹤0.01% 540
2023
Q1 		$2.61K Buy
+100
New +$2.57K ﹤0.01% 541

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StoneX Group
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Horan Securities's STXD Position: Q3 2023 in Review

Horan Securities sold out of Strive 1000 Dividend Growth ETF (STXD) in Q3 2023, closing a stake of 100 shares — an estimated $2.75K sold.

Horan Securities first reported a position in STXD in Q1 2023 and held it in 2 quarters. The position peaked at $2.75K in Q2 2023. 14 funds tracked by Wall St. Rank hold STXD as of Q3 2023.

  • Horan Securities reported no remaining Strive 1000 Dividend Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 100 Strive 1000 Dividend Growth ETF shares in Q3 2023, an estimated $2.75K.
  • Horan Securities first reported a position in Strive 1000 Dividend Growth ETF in Q1 2023 and held it in 2 quarters.
  • Horan Securities's Strive 1000 Dividend Growth ETF position peaked at $2.75K in Q2 2023.
  • 14 funds tracked by Wall St. Rank held Strive 1000 Dividend Growth ETF as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.