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. 23 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.
  • 23 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.