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Orion Portfolio Solutions’s Strive 1000 Growth ETF STXG Stock Holding History

Orion Portfolio Solutions’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
Q1 		$1.57M Sell
39,149
-41,302
-51% -$1.78M 0.02% 837
2024
Q4 		$3.49M Buy
+80,451
New +$3.47M 0.03% 439

Other funds holding STXG

DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
HP
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
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Orion Portfolio Solutions's STXG Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Strive 1000 Growth ETF (STXG) stake by 51% in Q1 2025, selling an estimated $1.78M and leaving 39,149 shares worth $1.57M. The position accounts for 0.02% of the portfolio, ranked #837.

Orion Portfolio Solutions first reported a position in STXG in Q4 2024 and has held it in 2 quarters since. The position peaked at $3.49M in Q4 2024. 43 funds tracked by Wall St. Rank hold STXG as of Q1 2025.

  • Orion Portfolio Solutions held 39,149 shares of Strive 1000 Growth ETF worth $1.57M as of Q1 2025.
  • Orion Portfolio Solutions sold 41,302 Strive 1000 Growth ETF shares in Q1 2025, an estimated $1.78M.
  • Strive 1000 Growth ETF made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #837 holding.
  • Orion Portfolio Solutions first reported a position in Strive 1000 Growth ETF in Q4 2024 and has held it in 2 quarters since.
  • Orion Portfolio Solutions's Strive 1000 Growth ETF position peaked at $3.49M in Q4 2024.
  • 43 funds tracked by Wall St. Rank held Strive 1000 Growth ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.