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WealthPlan Investment Management’s Strive 1000 Growth ETF STXG Stock Holding History

WealthPlan Investment Management’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 		$7.93M Buy
143,562
+2,608
+2% +$139K 0.39% 63
2026
Q1 		$6.61M Buy
+140,954
New +$7M 0.37% 67
2023
Q1 		– Sell
-14,044
Closed -$388K – 563
2022
Q4 		$388K Buy
+14,044
New +$365K 0.03% 284

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
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
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 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

WealthPlan Investment Management's STXG Position: Q2 2026 in Review

WealthPlan Investment Management increased its Strive 1000 Growth ETF (STXG) stake by 1.9% in Q2 2026, buying an estimated $139K and bringing the position to 143,562 shares worth $7.93M. The position accounts for 0.39% of the portfolio, ranked #63.

WealthPlan Investment Management first reported a position in STXG in Q4 2022 and has held it in 3 quarters since. 47 funds tracked by Wall St. Rank hold STXG as of Q2 2026.

  • WealthPlan Investment Management held 143,562 shares of Strive 1000 Growth ETF worth $7.93M as of Q2 2026.
  • WealthPlan Investment Management bought 2,608 Strive 1000 Growth ETF shares in Q2 2026, an estimated $139K.
  • Strive 1000 Growth ETF made up 0.39% of WealthPlan Investment Management's portfolio in Q2 2026, its #63 holding.
  • WealthPlan Investment Management first reported a position in Strive 1000 Growth ETF in Q4 2022 and has held it in 3 quarters since.
  • 47 funds tracked by Wall St. Rank held Strive 1000 Growth ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.