Stifel Financial
STXG icon

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

Stifel 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
2026
Q1 		$304K Buy
6,479
+329
+5% +$16.3K ﹤0.01% 3172
2025
Q4 		$313K Sell
6,150
-430
-7% -$21.8K ﹤0.01% 3126
2025
Q3 		$328K Buy
6,580
+608
+10% +$29.1K ﹤0.01% 3058
2025
Q2 		$275K Buy
5,972
+35
+0.6% +$1.47K ﹤0.01% 3100
2025
Q1 		$238K Buy
5,937
+666
+13% +$28.7K ﹤0.01% 3101
2024
Q4 		$229K Buy
+5,271
New +$228K ﹤0.01% 3106

Other funds holding STXG

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
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Stifel Financial's STXG Position: Q1 2026 in Review

Stifel Financial increased its Strive 1000 Growth ETF (STXG) stake by 5.3% in Q1 2026, buying an estimated $16.3K and bringing the position to 6,479 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #3172.

Stifel Financial first reported a position in STXG in Q4 2024 and has held it in 6 quarters since. The position peaked at $328K in Q3 2025. 43 funds tracked by Wall St. Rank hold STXG as of Q1 2026.

  • Stifel Financial held 6,479 shares of Strive 1000 Growth ETF worth $304K as of Q1 2026.
  • Stifel Financial bought 329 Strive 1000 Growth ETF shares in Q1 2026, an estimated $16.3K.
  • Strive 1000 Growth ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3172 holding.
  • Stifel Financial first reported a position in Strive 1000 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Stifel Financial's Strive 1000 Growth ETF position peaked at $328K in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Strive 1000 Growth ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.