WealthPLAN Partners’s Strive MidCap ETF STXM Stock Holding History

WealthPLAN Partners’s Portfolio STXM Stock Details STXM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-40,501	Closed	-$1.15M	–	285
2025 Q4	$1.15M	Sell	40,501 -3,084	-7%	-$87.6K	0.17%	119
2025 Q3	$1.23M	Sell	43,585 -3,998	-8%	-$110K	0.18%	115
2025 Q2	$1.26M	Sell	47,583 -2,842	-6%	-$70.7K	0.2%	110
2025 Q1	$1.24M	Buy	50,425 +3,533	+8%	+$92.3K	0.17%	112
2024 Q4	$1.22M	Sell	46,892 -6,694	-12%	-$179K	0.17%	117
2024 Q3	$1.39M	Hold	53,586	–	–	0.19%	112
2024 Q2	$1.29M	Buy	+53,586	New	+$1.29M	0.14%	132

WealthPLAN Partners's STXM Position: Q1 2026 in Review

WealthPLAN Partners sold out of Strive MidCap ETF (STXM) in Q1 2026, closing a stake of 40,501 shares — an estimated $1.15M sold.

WealthPLAN Partners first reported a position in STXM in Q2 2024 and held it in 7 quarters. The position peaked at $1.39M in Q3 2024. 0 funds tracked by Wall St. Rank hold STXM as of Q1 2026.

WealthPLAN Partners reported no remaining Strive MidCap ETF position as of Q1 2026 after selling out during the quarter.
WealthPLAN Partners sold 40,501 Strive MidCap ETF shares in Q1 2026, an estimated $1.15M.
WealthPLAN Partners first reported a position in Strive MidCap ETF in Q2 2024 and held it in 7 quarters.
WealthPLAN Partners's Strive MidCap ETF position peaked at $1.39M in Q3 2024.
0 funds tracked by Wall St. Rank held Strive MidCap ETF as of Q1 2026.

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