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IFP Advisors’s Strive 1000 Growth ETF STXG Stock Holding History

IFP Advisors’s Portfolio STXG Stock Details STXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,475
Closed -$164K – 3326
2023
Q3 		$164K Buy
+5,475
New +$171K 0.01% 1050

Other funds holding STXG

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SF
Safeguard Financial Minocqua, Wisconsin $456M AUM 6.35% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WCM
Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $814M AUM 18.17% 1-Year Est. Return

IFP Advisors's STXG Position: Q4 2023 in Review

IFP Advisors sold out of Strive 1000 Growth ETF (STXG) in Q4 2023, closing a stake of 5,475 shares — an estimated $164K sold.

IFP Advisors first reported a position in STXG in Q3 2023 and held it in 1 quarter. The position peaked at $164K in Q3 2023. 16 funds tracked by Wall St. Rank hold STXG as of Q4 2023.

  • IFP Advisors reported no remaining Strive 1000 Growth ETF position as of Q4 2023 after selling out during the quarter.
  • IFP Advisors sold 5,475 Strive 1000 Growth ETF shares in Q4 2023, an estimated $164K.
  • IFP Advisors first reported a position in Strive 1000 Growth ETF in Q3 2023 and held it in 1 quarter.
  • IFP Advisors's Strive 1000 Growth ETF position peaked at $164K in Q3 2023.
  • 16 funds tracked by Wall St. Rank held Strive 1000 Growth ETF as of Q4 2023.

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