Commonwealth Equity Services’s Strive 1000 Value ETF STXV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
– Sell
-7,846
Closed -$221K – 4179
2024
Q2
$221K Sell
7,846
-93
-1% -$2.63K ﹤0.01% 3568
2024
Q1
$230K Buy
+7,939
New +$217K ﹤0.01% 3513

Other funds holding STXV

Commonwealth Equity Services's STXV Position: Q3 2024 in Review

Commonwealth Equity Services sold out of Strive 1000 Value ETF (STXV) in Q3 2024, closing a stake of 7,846 shares — an estimated $221K sold.

Commonwealth Equity Services first reported a position in STXV in Q1 2024 and held it in 2 quarters. The position peaked at $230K in Q1 2024. 24 funds tracked by Wall St. Rank hold STXV as of Q3 2024.

  • Commonwealth Equity Services reported no remaining Strive 1000 Value ETF position as of Q3 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 7,846 Strive 1000 Value ETF shares in Q3 2024, an estimated $221K.
  • Commonwealth Equity Services first reported a position in Strive 1000 Value ETF in Q1 2024 and held it in 2 quarters.
  • Commonwealth Equity Services's Strive 1000 Value ETF position peaked at $230K in Q1 2024.
  • 24 funds tracked by Wall St. Rank held Strive 1000 Value ETF as of Q3 2024.

Based on Commonwealth Equity Services's 13F filing for Q3 2024, filed 18 Oct 2024.