Physician Wealth Advisors
ASST icon

Physician Wealth Advisors’s Strive Inc ASST Stock Holding History

Physician Wealth Advisors’s Portfolio ASST Stock Details ASST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-67
Closed -$731 – 2456
2026
Q2 		$731 Buy
+67
New +$991 ﹤0.01% 1945

Other funds holding ASST

CAP Partners LLC
CAP Partners LLC Franklin, Tennessee $218M AUM 16.38% 1-Year Est. Return
REX Advisers
REX Advisers Fairfield, Connecticut $21.1M AUM 369.34% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $488M AUM 102.53% 1-Year Est. Return
Lauer Wealth
Lauer Wealth Valparaiso, Indiana $160M AUM 11.89% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Activest Wealth Management
Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return

Physician Wealth Advisors's ASST Position: Q3 2026 in Review

Physician Wealth Advisors sold out of Strive Inc (ASST) in Q3 2026, closing a stake of 67 shares — an estimated $731 sold.

Physician Wealth Advisors first reported a position in ASST in Q2 2026 and held it in 1 quarter. The position peaked at $731 in Q2 2026. 23 funds tracked by Wall St. Rank hold ASST as of Q3 2026.

  • Physician Wealth Advisors reported no remaining Strive Inc position as of Q3 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 67 Strive Inc shares in Q3 2026, an estimated $731.
  • Physician Wealth Advisors first reported a position in Strive Inc in Q2 2026 and held it in 1 quarter.
  • Physician Wealth Advisors's Strive Inc position peaked at $731 in Q2 2026.
  • 23 funds tracked by Wall St. Rank held Strive Inc as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.