Envestnet Asset Management

Envestnet Asset Management’s Strive 1000 Value ETF STXV Stock Holding History

Envestnet Asset Management’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 Q2	$313K	Buy	+8,261	New	+$305K	﹤0.01%	4394

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Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Paragon Capital Management (Utah) Provo, Utah $135M AUM 29.99% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

Envestnet Asset Management's STXV Position: Q2 2026 in Review

Envestnet Asset Management opened a new position in Strive 1000 Value ETF (STXV) in Q2 2026: 8,261 shares worth $313K. The stake represents ﹤0.01% of the portfolio and ranks #4394 among its holdings.

14 funds tracked by Wall St. Rank hold STXV as of Q2 2026.

Envestnet Asset Management held 8,261 shares of Strive 1000 Value ETF worth $313K as of Q2 2026.
Strive 1000 Value ETF was a new Envestnet Asset Management position in Q2 2026.
Strive 1000 Value ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4394 holding.
14 funds tracked by Wall St. Rank held Strive 1000 Value ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.