IA
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IFP Advisors’s Strive 1000 Dividend Growth ETF STXD Stock Holding History

IFP Advisors’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
Q4 		– Sell
-4,476
Closed -$118K – 3324
2023
Q3 		$118K Buy
4,476
+4,438
+11,679% +$122K 0.01% 1187
2023
Q2 		$1.04K Buy
+38
New +$1K ﹤0.01% 3070
2023
Q1 		– Sell
-25
Closed -$1K – 4320
2022
Q4 		$1K Buy
+25
New +$648 ﹤0.01% 4480

Other funds holding STXD

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors's STXD Position: Q4 2023 in Review

IFP Advisors sold out of Strive 1000 Dividend Growth ETF (STXD) in Q4 2023, closing a stake of 4,476 shares — an estimated $118K sold.

IFP Advisors first reported a position in STXD in Q4 2022 and held it in 3 quarters. The position peaked at $118K in Q3 2023. 17 funds tracked by Wall St. Rank hold STXD as of Q4 2023.

  • IFP Advisors reported no remaining Strive 1000 Dividend Growth ETF position as of Q4 2023 after selling out during the quarter.
  • IFP Advisors sold 4,476 Strive 1000 Dividend Growth ETF shares in Q4 2023, an estimated $118K.
  • IFP Advisors first reported a position in Strive 1000 Dividend Growth ETF in Q4 2022 and held it in 3 quarters.
  • IFP Advisors's Strive 1000 Dividend Growth ETF position peaked at $118K in Q3 2023.
  • 17 funds tracked by Wall St. Rank held Strive 1000 Dividend Growth ETF as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.