WP
STXT icon

WealthPLAN Partners’s Strive Total Return Bond ETF STXT Stock Holding History

WealthPLAN Partners’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
Q1 		– Sell
-112,936
Closed -$2.27M – 275
2025
Q4 		$2.27M Sell
112,936
-2,145
-2% -$43.5K 0.34% 88
2025
Q3 		$2.33M Buy
115,081
+57
+0% +$1.15K 0.35% 90
2025
Q2 		$2.32M Buy
115,024
+256
+0.2% +$5.12K 0.37% 85
2025
Q1 		$2.31M Buy
114,768
+46,328
+68% +$925K 0.33% 84
2024
Q4 		$1.36M Buy
68,440
+7,195
+12% +$145K 0.19% 111
2024
Q3 		$1.27M Buy
61,245
+9,740
+19% +$200K 0.17% 115
2024
Q2 		$1.03M Buy
51,505
+479
+0.9% +$9.54K 0.11% 145
2024
Q1 		$1.03M Buy
51,026
+14,131
+38% +$286K 0.11% 150
2023
Q4 		$756K Buy
36,895
+4,933
+15% +$97.6K 0.08% 173
2023
Q3 		$627K Buy
+31,962
New +$636K 0.07% 178

Other funds holding STXT

ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WealthPLAN Partners's STXT Position: Q1 2026 in Review

WealthPLAN Partners sold out of Strive Total Return Bond ETF (STXT) in Q1 2026, closing a stake of 112,936 shares — an estimated $2.27M sold.

WealthPLAN Partners first reported a position in STXT in Q3 2023 and held it in 10 quarters. The position peaked at $2.33M in Q3 2025. 27 funds tracked by Wall St. Rank hold STXT as of Q1 2026.

  • WealthPLAN Partners reported no remaining Strive Total Return Bond ETF position as of Q1 2026 after selling out during the quarter.
  • WealthPLAN Partners sold 112,936 Strive Total Return Bond ETF shares in Q1 2026, an estimated $2.27M.
  • WealthPLAN Partners first reported a position in Strive Total Return Bond ETF in Q3 2023 and held it in 10 quarters.
  • WealthPLAN Partners's Strive Total Return Bond ETF position peaked at $2.33M in Q3 2025.
  • 27 funds tracked by Wall St. Rank held Strive Total Return Bond ETF as of Q1 2026.

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