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Advyzon Investment Management’s Strive 1000 Value ETF STXV Stock Holding History

Advyzon Investment Management’s Portfolio STXV Stock Details STXV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.12M Sell
145,588
-77,478
-35% -$2.75M 0.46% 49
2025
Q4 		$7.46M Sell
223,066
-193,944
-47% -$6.35M 0.87% 26
2025
Q3 		$13.5M Buy
417,010
+6,534
+2% +$206K 2.32% 5
2025
Q2 		$12.7M Buy
410,476
+14,041
+4% +$416K 2.8% 5
2025
Q1 		$12.1M Sell
396,435
-2,386
-0.6% -$72.9K 4.28% 4
2024
Q4 		$11.8M Buy
+398,821
New +$12.2M 4.54% 4

Other funds holding STXV

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
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
PCMU
Paragon Capital Management (Utah) Provo, Utah $135M AUM 29.99% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Advyzon Investment Management's STXV Position: Q1 2026 in Review

Advyzon Investment Management reduced its Strive 1000 Value ETF (STXV) stake by 35% in Q1 2026, selling an estimated $2.75M and leaving 145,588 shares worth $5.12M. The position accounts for 0.46% of the portfolio, ranked #49.

Advyzon Investment Management first reported a position in STXV in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.5M in Q3 2025. 32 funds tracked by Wall St. Rank hold STXV as of Q1 2026.

  • Advyzon Investment Management held 145,588 shares of Strive 1000 Value ETF worth $5.12M as of Q1 2026.
  • Advyzon Investment Management sold 77,478 Strive 1000 Value ETF shares in Q1 2026, an estimated $2.75M.
  • Strive 1000 Value ETF made up 0.46% of Advyzon Investment Management's portfolio in Q1 2026, its #49 holding.
  • Advyzon Investment Management first reported a position in Strive 1000 Value ETF in Q4 2024 and has held it in 6 quarters since.
  • Advyzon Investment Management's Strive 1000 Value ETF position peaked at $13.5M in Q3 2025.
  • 32 funds tracked by Wall St. Rank held Strive 1000 Value ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.