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Chicago Partners Investment Group’s Strive 1000 Value ETF STXV Stock Holding History

Chicago Partners Investment Group’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 		$211K Hold
5,859
– – ﹤0.01% 1320
2025
Q4 		$205K Buy
+5,859
New +$192K 0.01% 1220

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
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 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

Chicago Partners Investment Group's STXV Position: Q1 2026 in Review

Chicago Partners Investment Group held its Strive 1000 Value ETF (STXV) position steady in Q1 2026 at 5,859 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

Chicago Partners Investment Group first reported a position in STXV in Q4 2025 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold STXV as of Q1 2026.

  • Chicago Partners Investment Group held 5,859 shares of Strive 1000 Value ETF worth $211K as of Q1 2026.
  • Chicago Partners Investment Group left its Strive 1000 Value ETF share count unchanged in Q1 2026.
  • Strive 1000 Value ETF made up ﹤0.01% of Chicago Partners Investment Group's portfolio in Q1 2026, its #1320 holding.
  • Chicago Partners Investment Group first reported a position in Strive 1000 Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held Strive 1000 Value ETF as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.