SPWM Advisors’s Strive Total Return Bond ETF STXT Stock Holding History

SPWM Advisors’s Portfolio STXT Stock Details STXT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-13,363	Closed	-$269K	–	107
2025 Q4	$269K	Buy	+13,363	New	+$271K	0.26%	78

Other funds holding STXT

McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return

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

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $501M AUM 14.52% 1-Year Est. Return

Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return