SPWM Advisors’s Strive 1000 Growth ETF STXG Stock Holding History

SPWM Advisors’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
2026 Q1	–	Sell	-19,591	Closed	-$997K	–	104
2025 Q4	$997K	Buy	+19,591	New	+$992K	0.95%	26

Other funds holding STXG

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

SPWM Advisors's STXG Position: Q1 2026 in Review

SPWM Advisors sold out of Strive 1000 Growth ETF (STXG) in Q1 2026, closing a stake of 19,591 shares — an estimated $997K sold.

SPWM Advisors first reported a position in STXG in Q4 2025 and held it in 1 quarter. The position peaked at $997K in Q4 2025. 43 funds tracked by Wall St. Rank hold STXG as of Q1 2026.

SPWM Advisors reported no remaining Strive 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
SPWM Advisors sold 19,591 Strive 1000 Growth ETF shares in Q1 2026, an estimated $997K.
SPWM Advisors first reported a position in Strive 1000 Growth ETF in Q4 2025 and held it in 1 quarter.
SPWM Advisors's Strive 1000 Growth ETF position peaked at $997K in Q4 2025.
43 funds tracked by Wall St. Rank held Strive 1000 Growth ETF as of Q1 2026.

Based on SPWM Advisors's 13F filing for Q1 2026, filed 14 May 2026.