Balance Wealth’s Strive 1000 Value ETF STXV Stock Holding History

Balance Wealth’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 Q3	$163K	Buy	+4,328	New	+$169K	0.04%	184

Other funds holding STXV

Holistic Planning Nacogdoches, Texas $718M AUM 13.66% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Paragon Capital Management (Utah) Provo, Utah $132M AUM 24.83% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Balance Wealth's STXV Position: Q3 2026 in Review

Balance Wealth opened a new position in Strive 1000 Value ETF (STXV) in Q3 2026: 4,328 shares worth $163K. The stake represents 0.04% of the portfolio and ranks #184 among its holdings.

17 funds tracked by Wall St. Rank hold STXV as of Q3 2026.

Balance Wealth held 4,328 shares of Strive 1000 Value ETF worth $163K as of Q3 2026.
Strive 1000 Value ETF was a new Balance Wealth position in Q3 2026.
Strive 1000 Value ETF made up 0.04% of Balance Wealth's portfolio in Q3 2026, its #184 holding.
17 funds tracked by Wall St. Rank held Strive 1000 Value ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.