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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
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 $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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Summit Financial's STXG Position: Q1 2026 in Review

Summit Financial increased its Strive 1000 Growth ETF (STXG) stake by 2.2% in Q1 2026, buying an estimated $25.4K and bringing the position to 23,473 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #740.

Summit Financial first reported a position in STXG in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.17M in Q4 2025. 43 funds tracked by Wall St. Rank hold STXG as of Q1 2026.

  • Summit Financial held 23,473 shares of Strive 1000 Growth ETF worth $1.1M as of Q1 2026.
  • Summit Financial bought 511 Strive 1000 Growth ETF shares in Q1 2026, an estimated $25.4K.
  • Strive 1000 Growth ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #740 holding.
  • Summit Financial first reported a position in Strive 1000 Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's Strive 1000 Growth ETF position peaked at $1.17M in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Strive 1000 Growth ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.