Kestra Advisory Services’s Strive 1000 Growth ETF STXG Stock Holding History

Kestra Advisory Services’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
2026 Q1	$456K	Buy	9,723 +400	+4%	+$19.9K	﹤0.01%	2291
2025 Q4	$474K	Buy	9,323 +390	+4%	+$19.7K	﹤0.01%	2190
2025 Q3	$446K	Buy	8,933 +404	+5%	+$19.4K	﹤0.01%	2142
2025 Q2	$393K	Buy	8,529 +1,836	+27%	+$76.9K	﹤0.01%	2151
2025 Q1	$268K	Sell	6,693 -1,254	-16%	-$54.1K	﹤0.01%	2248
2024 Q4	$345K	Buy	7,947 +1,847	+30%	+$79.8K	﹤0.01%	2131
2024 Q3	$254K	Sell	6,100 -736	-11%	-$29.5K	﹤0.01%	2204
2024 Q2	$272K	Buy	6,836 +646	+10%	+$24.4K	﹤0.01%	2177
2024 Q1	$232K	Buy	+6,190	New	+$222K	﹤0.01%	2175

Other funds holding STXG

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Kestra Advisory Services's STXG Position: Q1 2026 in Review

Kestra Advisory Services increased its Strive 1000 Growth ETF (STXG) stake by 4.3% in Q1 2026, buying an estimated $19.9K and bringing the position to 9,723 shares worth $456K. The position accounts for ﹤0.01% of the portfolio, ranked #2291.

Kestra Advisory Services first reported a position in STXG in Q1 2024 and has held it in 9 quarters since. The position peaked at $474K in Q4 2025. 43 funds tracked by Wall St. Rank hold STXG as of Q1 2026.

Kestra Advisory Services held 9,723 shares of Strive 1000 Growth ETF worth $456K as of Q1 2026.
Kestra Advisory Services bought 400 Strive 1000 Growth ETF shares in Q1 2026, an estimated $19.9K.
Strive 1000 Growth ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2291 holding.
Kestra Advisory Services first reported a position in Strive 1000 Growth ETF in Q1 2024 and has held it in 9 quarters since.
Kestra Advisory Services's Strive 1000 Growth ETF position peaked at $474K in Q4 2025.
43 funds tracked by Wall St. Rank held Strive 1000 Growth ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.