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STXG icon

WealthPLAN Partners’s Strive 1000 Growth ETF STXG Stock Holding History

WealthPLAN Partners’s Portfolio STXG Stock Details STXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-137,908
Closed -$7.02M – 273
2025
Q4 		$7.02M Buy
137,908
+4,177
+3% +$212K 1.05% 21
2025
Q3 		$6.68M Buy
133,731
+7,275
+6% +$348K 1% 23
2025
Q2 		$5.82M Buy
126,456
+2,292
+2% +$96K 0.94% 23
2025
Q1 		$4.97M Buy
124,164
+5,472
+5% +$236K 0.7% 40
2024
Q4 		$5.15M Buy
118,692
+7,285
+7% +$315K 0.73% 36
2024
Q3 		$4.63M Buy
111,407
+15,325
+16% +$614K 0.62% 51
2024
Q2 		$3.83M Buy
96,082
+11,855
+14% +$448K 0.41% 71
2024
Q1 		$3.16M Buy
84,227
+8,118
+11% +$291K 0.33% 93
2023
Q4 		$2.59M Buy
76,109
+1,318
+2% +$41.7K 0.27% 98
2023
Q3 		$2.25M Buy
74,791
+1,480
+2% +$46.3K 0.26% 96
2023
Q2 		$2.29M Buy
73,311
+1,206
+2% +$35.1K 0.32% 81
2023
Q1 		$2.03M Buy
72,105
+56,241
+355% +$1.51M 0.23% 93
2022
Q4 		$439K Buy
+15,864
New +$413K 0.03% 271

Other funds holding STXG

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

WealthPLAN Partners's STXG Position: Q1 2026 in Review

WealthPLAN Partners sold out of Strive 1000 Growth ETF (STXG) in Q1 2026, closing a stake of 137,908 shares — an estimated $7.02M sold.

WealthPLAN Partners first reported a position in STXG in Q4 2022 and held it in 13 quarters. The position peaked at $7.02M in Q4 2025. 43 funds tracked by Wall St. Rank hold STXG as of Q1 2026.

  • WealthPLAN Partners reported no remaining Strive 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • WealthPLAN Partners sold 137,908 Strive 1000 Growth ETF shares in Q1 2026, an estimated $7.02M.
  • WealthPLAN Partners first reported a position in Strive 1000 Growth ETF in Q4 2022 and held it in 13 quarters.
  • WealthPLAN Partners's Strive 1000 Growth ETF position peaked at $7.02M in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Strive 1000 Growth ETF as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.