AE Wealth Management’s Strive 500 ETF STRV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$191K Buy
2025
Q1
$156K Buy
2024
Q4
$159K Buy
2024
Q1
Sell
2023
Q4
$4.2M Buy
2023
Q3
$3.57M Sell
2023
Q2
$3.76M Buy
2023
Q1
$3.35M Buy
2022
Q4
$837K Buy