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

Summit 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
Q2 		$1.25M Sell
22,680
-793
-3% -$42.3K 0.01% 769
2026
Q1 		$1.1M Buy
23,473
+511
+2% +$25.4K 0.01% 740
2025
Q4 		$1.17M Buy
22,962
+1,594
+7% +$80.7K 0.02% 613
2025
Q3 		$1.07M Buy
+21,368
New +$1.02M 0.02% 631

Other funds holding STXG

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WFP
Worthington Financial Partners Worthington, Ohio $121M AUM

Summit Financial's STXG Position: Q2 2026 in Review

Summit Financial reduced its Strive 1000 Growth ETF (STXG) stake by 3.4% in Q2 2026, selling an estimated $42.3K and leaving 22,680 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #769.

Summit Financial first reported a position in STXG in Q3 2025 and has held it in 4 quarters since. 47 funds tracked by Wall St. Rank hold STXG as of Q2 2026.

  • Summit Financial held 22,680 shares of Strive 1000 Growth ETF worth $1.25M as of Q2 2026.
  • Summit Financial sold 793 Strive 1000 Growth ETF shares in Q2 2026, an estimated $42.3K.
  • Strive 1000 Growth ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #769 holding.
  • Summit Financial first reported a position in Strive 1000 Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 47 funds tracked by Wall St. Rank held Strive 1000 Growth ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.