PCWA
STXD icon

Pacific Capital Wealth Advisors’s Strive 1000 Dividend Growth ETF STXD Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio STXD Stock Details STXD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-108
Closed -$3.53K – 335
2024
Q4 		$3.53K Hold
108
– – ﹤0.01% 324
2024
Q3 		$3.65K Hold
108
– – ﹤0.01% 361
2024
Q2 		$3.39K Hold
108
– – ﹤0.01% 414
2024
Q1 		$3.35K Hold
108
– – ﹤0.01% 373
2023
Q4 		$3.12K Buy
+108
New +$2.94K ﹤0.01% 270

Other funds holding STXD

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Pacific Capital Wealth Advisors's STXD Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Strive 1000 Dividend Growth ETF (STXD) in Q1 2025, closing a stake of 108 shares — an estimated $3.53K sold.

Pacific Capital Wealth Advisors first reported a position in STXD in Q4 2023 and held it in 5 quarters. The position peaked at $3.65K in Q3 2024. 29 funds tracked by Wall St. Rank hold STXD as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Strive 1000 Dividend Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 108 Strive 1000 Dividend Growth ETF shares in Q1 2025, an estimated $3.53K.
  • Pacific Capital Wealth Advisors first reported a position in Strive 1000 Dividend Growth ETF in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's Strive 1000 Dividend Growth ETF position peaked at $3.65K in Q3 2024.
  • 29 funds tracked by Wall St. Rank held Strive 1000 Dividend Growth ETF as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.