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%	+$9.5K	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

McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 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.