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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
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

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

WealthPlan Investment Management reduced its Strive Total Return Bond ETF (STXT) stake by 1.1% in Q2 2026, selling an estimated $25.9K and leaving 117,523 shares worth $2.31M. The position accounts for 0.11% of the portfolio, ranked #152.

WealthPlan Investment Management first reported a position in STXT in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.37M in Q1 2026. 21 funds tracked by Wall St. Rank hold STXT as of Q2 2026.

  • WealthPlan Investment Management held 117,523 shares of Strive Total Return Bond ETF worth $2.31M as of Q2 2026.
  • WealthPlan Investment Management sold 1,302 Strive Total Return Bond ETF shares in Q2 2026, an estimated $25.9K.
  • Strive Total Return Bond ETF made up 0.11% of WealthPlan Investment Management's portfolio in Q2 2026, its #152 holding.
  • WealthPlan Investment Management first reported a position in Strive Total Return Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • WealthPlan Investment Management's Strive Total Return Bond ETF position peaked at $2.37M in Q1 2026.
  • 21 funds tracked by Wall St. Rank held Strive Total Return Bond ETF as of Q2 2026.

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