Key Client Fiduciary Advisors’s Strive 1000 Growth ETF STXG Stock Holding History

Key Client Fiduciary 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
2026 Q2	$276K	Sell	5,000 -1,500	-23%	-$80K	0.08%	178
2026 Q1	$305K	Hold	6,500	–	–	0.1%	166
2025 Q4	$331K	Hold	6,500	–	–	0.11%	146
2025 Q3	$324K	Hold	6,500	–	–	0.11%	158
2025 Q2	$299K	Buy	+6,500	New	+$272K	0.12%	156

Other funds holding STXG

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

Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EFG

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

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Key Client Fiduciary Advisors's STXG Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its Strive 1000 Growth ETF (STXG) stake by 23% in Q2 2026, selling an estimated $80K and leaving 5,000 shares worth $276K. The position accounts for 0.08% of the portfolio, ranked #178.

Key Client Fiduciary Advisors first reported a position in STXG in Q2 2025 and has held it in 5 quarters since. The position peaked at $331K in Q4 2025. 47 funds tracked by Wall St. Rank hold STXG as of Q2 2026.

Key Client Fiduciary Advisors held 5,000 shares of Strive 1000 Growth ETF worth $276K as of Q2 2026.
Key Client Fiduciary Advisors sold 1,500 Strive 1000 Growth ETF shares in Q2 2026, an estimated $80K.
Strive 1000 Growth ETF made up 0.08% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #178 holding.
Key Client Fiduciary Advisors first reported a position in Strive 1000 Growth ETF in Q2 2025 and has held it in 5 quarters since.
Key Client Fiduciary Advisors's Strive 1000 Growth ETF position peaked at $331K in Q4 2025.
47 funds tracked by Wall St. Rank held Strive 1000 Growth ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.