ICA Group Wealth Management’s Strive 1000 Dividend Growth ETF STXD Stock Holding History

ICA Group Wealth Management’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 Q2	–	Sell	-5	Closed	-$130	–	1408
2023 Q1	$130	Buy	5 +1	+25%	+$26	﹤0.01%	1250
2022 Q4	$105	Buy	+4	New	+$104	﹤0.01%	1294

Other funds holding STXD

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Colonial Trust Advisors Spartanburg, South Carolina $1.29B AUM 19.9% 1-Year Est. Return

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

ICA Group Wealth Management's STXD Position: Q2 2023 in Review

ICA Group Wealth Management sold out of Strive 1000 Dividend Growth ETF (STXD) in Q2 2023, closing a stake of 5 shares — an estimated $130 sold.

ICA Group Wealth Management first reported a position in STXD in Q4 2022 and held it in 2 quarters. The position peaked at $130 in Q1 2023. 13 funds tracked by Wall St. Rank hold STXD as of Q2 2023.

ICA Group Wealth Management reported no remaining Strive 1000 Dividend Growth ETF position as of Q2 2023 after selling out during the quarter.
ICA Group Wealth Management sold 5 Strive 1000 Dividend Growth ETF shares in Q2 2023, an estimated $130.
ICA Group Wealth Management first reported a position in Strive 1000 Dividend Growth ETF in Q4 2022 and held it in 2 quarters.
ICA Group Wealth Management's Strive 1000 Dividend Growth ETF position peaked at $130 in Q1 2023.
13 funds tracked by Wall St. Rank held Strive 1000 Dividend Growth ETF as of Q2 2023.

Based on ICA Group Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.