Orion Portfolio Solutions
STXG icon

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

OxenFree Capital
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
Holistic Planning
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
Advyzon Investment Management
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
WealthPLAN Partners
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
Demars Financial Group
Demars Financial Group Spokane Valley, Washington $383M AUM 18.15% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 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.