McKinley Carter Wealth Services’s Strive 1000 Growth ETF STXG Stock Holding History

McKinley Carter Wealth 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
2025 Q4	–	Sell	-5,858	Closed	-$292K	–	332
2025 Q3	$292K	Hold	5,858	–	–	0.02%	272
2025 Q2	$270K	Buy	5,858 +128	+2%	+$5.36K	0.02%	272
2025 Q1	$229K	Hold	5,730	–	–	0.01%	283
2024 Q4	$249K	Hold	5,730	–	–	0.02%	265
2024 Q3	$238K	Sell	5,730 -99	-2%	-$3.97K	0.01%	280
2024 Q2	$232K	Hold	5,829	–	–	0.01%	284
2024 Q1	$219K	Buy	+5,829	New	+$209K	0.01%	288

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

AIM

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

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

StoneX Group New York $1.86B AUM 21.3% 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

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

McKinley Carter Wealth Services's STXG Position: Q4 2025 in Review

McKinley Carter Wealth Services sold out of Strive 1000 Growth ETF (STXG) in Q4 2025, closing a stake of 5,858 shares — an estimated $292K sold.

McKinley Carter Wealth Services first reported a position in STXG in Q1 2024 and held it in 7 quarters. The position peaked at $292K in Q3 2025. 45 funds tracked by Wall St. Rank hold STXG as of Q4 2025.

McKinley Carter Wealth Services reported no remaining Strive 1000 Growth ETF position as of Q4 2025 after selling out during the quarter.
McKinley Carter Wealth Services sold 5,858 Strive 1000 Growth ETF shares in Q4 2025, an estimated $292K.
McKinley Carter Wealth Services first reported a position in Strive 1000 Growth ETF in Q1 2024 and held it in 7 quarters.
McKinley Carter Wealth Services's Strive 1000 Growth ETF position peaked at $292K in Q3 2025.
45 funds tracked by Wall St. Rank held Strive 1000 Growth ETF as of Q4 2025.

Based on McKinley Carter Wealth Services's 13F filing for Q4 2025, filed 6 Feb 2026.