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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 $6.04B AUM 22.7% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

WealthPLAN Partners's STXD Position: Q3 2023 in Review

WealthPLAN Partners sold out of Strive 1000 Dividend Growth ETF (STXD) in Q3 2023, closing a stake of 181 shares — an estimated $4.97K sold.

WealthPLAN Partners first reported a position in STXD in Q1 2023 and held it in 2 quarters. The position peaked at $4.97K in Q2 2023. 14 funds tracked by Wall St. Rank hold STXD as of Q3 2023.

  • WealthPLAN Partners reported no remaining Strive 1000 Dividend Growth ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 181 Strive 1000 Dividend Growth ETF shares in Q3 2023, an estimated $4.97K.
  • WealthPLAN Partners first reported a position in Strive 1000 Dividend Growth ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Strive 1000 Dividend Growth ETF position peaked at $4.97K in Q2 2023.
  • 14 funds tracked by Wall St. Rank held Strive 1000 Dividend Growth ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.