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Worth Asset Management’s Strive 1000 Dividend Growth ETF STXD Stock Holding History

Worth Asset Management’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
-300
Closed -$8.24K – 386
2023
Q2 		$8.24K Buy
+300
New +$7.94K 0.01% 323

Other funds holding STXD

WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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 $5.56B AUM 17.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
CTA
Colonial Trust Advisors Spartanburg, South Carolina $1.29B AUM 19.9% 1-Year Est. Return

Worth Asset Management's STXD Position: Q3 2023 in Review

Worth Asset Management sold out of Strive 1000 Dividend Growth ETF (STXD) in Q3 2023, closing a stake of 300 shares — an estimated $8.24K sold.

Worth Asset Management first reported a position in STXD in Q2 2023 and held it in 1 quarter. The position peaked at $8.24K in Q2 2023. 13 funds tracked by Wall St. Rank hold STXD as of Q3 2023.

  • Worth Asset Management reported no remaining Strive 1000 Dividend Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Worth Asset Management sold 300 Strive 1000 Dividend Growth ETF shares in Q3 2023, an estimated $8.24K.
  • Worth Asset Management first reported a position in Strive 1000 Dividend Growth ETF in Q2 2023 and held it in 1 quarter.
  • Worth Asset Management's Strive 1000 Dividend Growth ETF position peaked at $8.24K in Q2 2023.
  • 13 funds tracked by Wall St. Rank held Strive 1000 Dividend Growth ETF as of Q3 2023.

Based on Worth Asset Management's 13F filing for Q3 2023, filed 11 Oct 2023.