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WealthPLAN Partners’s Strive 1000 Dividend Growth ETF STXD Stock Holding History

WealthPLAN Partners’s Portfolio STXD Stock Details STXD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-181
Closed -$4.97K – 1062
2023
Q2 		$4.97K Sell
181
-6
-3% -$159 ﹤0.01% 912
2023
Q1 		$4.88K Buy
+187
New +$4.81K ﹤0.01% 1007

Other funds holding STXD

WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.55B AUM 17.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
CTA
Colonial Trust Advisors Spartanburg, South Carolina $1.29B AUM 19.9% 1-Year Est. Return