PDS Planning
STXD icon

PDS Planning’s Strive 1000 Dividend Growth ETF STXD Stock Holding History

PDS Planning’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
2026
Q3 		$459K Buy
11,880
+28
+0.2% +$1.11K 0.03% 313
2026
Q2 		$472K Sell
11,852
-39
-0.3% -$1.49K 0.03% 312
2026
Q1 		$422K Buy
11,891
+2,199
+23% +$81.9K 0.03% 304
2025
Q4 		$359K Buy
9,692
+373
+4% +$13.7K 0.02% 333
2025
Q3 		$340K Buy
9,319
+581
+7% +$20.7K 0.02% 337
2025
Q2 		$304K Buy
8,738
+32
+0.4% +$1.04K 0.02% 346
2025
Q1 		$282K Buy
8,706
+20
+0.2% +$664 0.02% 343
2024
Q4 		$284K Sell
8,686
-110
-1% -$3.68K 0.03% 307
2024
Q3 		$297K Buy
8,796
+1,106
+14% +$36K 0.03% 297
2024
Q2 		$242K Buy
+7,690
New +$235K 0.02% 316

Other funds holding STXD

OxenFree Capital
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return
Holistic Planning
Holistic Planning Nacogdoches, Texas $718M AUM 13.66% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
Hazlett, Burt & Watson
Hazlett, Burt & Watson Wheeling, West Virginia $387M AUM 31.72% 1-Year Est. Return
JNBA Financial Advisors
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 15.77% 1-Year Est. Return

PDS Planning's STXD Position: Q3 2026 in Review

PDS Planning increased its Strive 1000 Dividend Growth ETF (STXD) stake by 0.24% in Q3 2026, buying an estimated $1.11K and bringing the position to 11,880 shares worth $459K. The position accounts for 0.03% of the portfolio, ranked #313.

PDS Planning first reported a position in STXD in Q2 2024 and has held it in 10 quarters since. The position peaked at $472K in Q2 2026. 13 funds tracked by Wall St. Rank hold STXD as of Q3 2026.

  • PDS Planning held 11,880 shares of Strive 1000 Dividend Growth ETF worth $459K as of Q3 2026.
  • PDS Planning bought 28 Strive 1000 Dividend Growth ETF shares in Q3 2026, an estimated $1.11K.
  • Strive 1000 Dividend Growth ETF made up 0.03% of PDS Planning's portfolio in Q3 2026, its #313 holding.
  • PDS Planning first reported a position in Strive 1000 Dividend Growth ETF in Q2 2024 and has held it in 10 quarters since.
  • PDS Planning's Strive 1000 Dividend Growth ETF position peaked at $472K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Strive 1000 Dividend Growth ETF as of Q3 2026.

Based on PDS Planning's 13F filing for Q3 2026, filed 3 Nov 2026.