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 Q1	$2.37M	Buy	+118,825	New	+$2.39M	0.13%	143

Other funds holding STXT

McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return

Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

WealthPlan Investment Management opened a new position in Strive Total Return Bond ETF (STXT) in Q1 2026: 118,825 shares worth $2.37M. The stake represents 0.13% of the portfolio and ranks #143 among its holdings.

27 funds tracked by Wall St. Rank hold STXT as of Q1 2026.

WealthPlan Investment Management held 118,825 shares of Strive Total Return Bond ETF worth $2.37M as of Q1 2026.
Strive Total Return Bond ETF was a new WealthPlan Investment Management position in Q1 2026.
Strive Total Return Bond ETF made up 0.13% of WealthPlan Investment Management's portfolio in Q1 2026, its #143 holding.
27 funds tracked by Wall St. Rank held Strive Total Return Bond ETF as of Q1 2026.

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