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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
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 $502M AUM 14.52% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WealthPlan Investment Management's STXG Position: Q1 2026 in Review

WealthPlan Investment Management opened a new position in Strive 1000 Growth ETF (STXG) in Q1 2026: 140,954 shares worth $6.61M. The stake represents 0.37% of the portfolio and ranks #67 among its holdings. This is a return to the name: WealthPlan Investment Management previously reported a position in STXG as recently as Q4 2022.

WealthPlan Investment Management first reported a position in STXG in Q4 2022 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold STXG as of Q1 2026.

  • WealthPlan Investment Management held 140,954 shares of Strive 1000 Growth ETF worth $6.61M as of Q1 2026.
  • Strive 1000 Growth ETF was a new WealthPlan Investment Management position in Q1 2026.
  • Strive 1000 Growth ETF made up 0.37% of WealthPlan Investment Management's portfolio in Q1 2026, its #67 holding.
  • WealthPlan Investment Management first reported a position in Strive 1000 Growth ETF in Q4 2022 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held Strive 1000 Growth ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.