WealthPlan Investment Management
STXT icon

WealthPlan Investment Management’s Strive Total Return Bond ETF STXT Stock Holding History

WealthPlan Investment Management’s Portfolio STXT Stock Details STXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$219K Sell
11,568
-105,955
-90% -$2.06M 0.01% 473
2026
Q2 		$2.31M Sell
117,523
-1,302
-1% -$25.9K 0.11% 152
2026
Q1 		$2.37M Buy
+118,825
New +$2.39M 0.13% 143

Other funds holding STXT

OxenFree Capital
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return
Ethos Financial Group
Ethos Financial Group King Of Prussia, Pennsylvania $1.88B AUM 15.44% 1-Year Est. Return
Holistic Planning
Holistic Planning Nacogdoches, Texas $718M AUM 13.66% 1-Year Est. Return
Integrated Advisors Network
Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

WealthPlan Investment Management's STXT Position: Q3 2026 in Review

WealthPlan Investment Management reduced its Strive Total Return Bond ETF (STXT) stake by 90% in Q3 2026, selling an estimated $2.06M and leaving 11,568 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #473.

WealthPlan Investment Management first reported a position in STXT in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.37M in Q1 2026. 20 funds tracked by Wall St. Rank hold STXT as of Q3 2026.

  • WealthPlan Investment Management held 11,568 shares of Strive Total Return Bond ETF worth $219K as of Q3 2026.
  • WealthPlan Investment Management sold 105,955 Strive Total Return Bond ETF shares in Q3 2026, an estimated $2.06M.
  • Strive Total Return Bond ETF made up 0.01% of WealthPlan Investment Management's portfolio in Q3 2026, its #473 holding.
  • WealthPlan Investment Management first reported a position in Strive Total Return Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • WealthPlan Investment Management's Strive Total Return Bond ETF position peaked at $2.37M in Q1 2026.
  • 20 funds tracked by Wall St. Rank held Strive Total Return Bond ETF as of Q3 2026.

Based on WealthPlan Investment Management's 13F filing for Q3 2026, filed 15 Oct 2026.