IFP Advisors
STXD icon

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% 4479

Other funds holding STXD

OxenFree Capital
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
World Investment Advisors
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
Holistic Planning
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 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. 18 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.
  • 18 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.