Client 1st Advisory Group’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
Q3
$416K Hold
2025
Q2
$385K Hold
2025
Q1
$347K Hold
2024
Q4
$364K Hold
2024
Q3
$354K Hold
2024
Q2
$336K Hold
2024
Q1
$324K Hold
2023
Q4
$294K Hold
2023
Q3
$264K Hold
2023
Q2
$273K Hold
2023
Q1
$251K Hold
2022
Q4
$233K Buy