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Safeguard Financial’s Strive 1000 Growth ETF STXG Stock Holding History

Safeguard Financial’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 		$859K Sell
21,450
-863
-4% -$37.2K 0.19% 40
2024
Q4 		$969K Buy
22,313
+395
+2% +$17.1K 0.21% 42
2024
Q3 		$911K Buy
21,918
+2,203
+11% +$88.3K 0.21% 42
2024
Q2 		$786K Buy
19,715
+2,062
+12% +$77.9K 0.22% 43
2024
Q1 		$662K Buy
17,653
+187
+1% +$6.7K 0.22% 42
2023
Q4 		$593K Buy
17,466
+586
+3% +$18.5K 0.22% 41
2023
Q3 		$507K Buy
16,880
+3,439
+26% +$108K 0.24% 41
2023
Q2 		$420K Buy
+13,441
New +$391K 0.2% 45

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
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Safeguard Financial's STXG Position: Q1 2025 in Review

Safeguard Financial reduced its Strive 1000 Growth ETF (STXG) stake by 3.9% in Q1 2025, selling an estimated $37.2K and leaving 21,450 shares worth $859K. The position accounts for 0.19% of the portfolio, ranked #40.

Safeguard Financial first reported a position in STXG in Q2 2023 and has held it in 8 quarters since. The position peaked at $969K in Q4 2024. 43 funds tracked by Wall St. Rank hold STXG as of Q1 2025.

  • Safeguard Financial held 21,450 shares of Strive 1000 Growth ETF worth $859K as of Q1 2025.
  • Safeguard Financial sold 863 Strive 1000 Growth ETF shares in Q1 2025, an estimated $37.2K.
  • Strive 1000 Growth ETF made up 0.19% of Safeguard Financial's portfolio in Q1 2025, its #40 holding.
  • Safeguard Financial first reported a position in Strive 1000 Growth ETF in Q2 2023 and has held it in 8 quarters since.
  • Safeguard Financial's Strive 1000 Growth ETF position peaked at $969K in Q4 2024.
  • 43 funds tracked by Wall St. Rank held Strive 1000 Growth ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.