EFS
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Essex Financial Services’s Strive 1000 Value ETF STXV Stock Holding History

Essex Financial Services’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 		$560K Hold
15,951
– – 0.03% 427
2025
Q4 		$534K Buy
15,951
+30
+0.2% +$982 0.03% 422
2025
Q3 		$515K Buy
15,921
+20
+0.1% +$632 0.03% 417
2025
Q2 		$490K Buy
15,901
+10
+0.1% +$296 0.03% 412
2025
Q1 		$485K Buy
15,891
+18
+0.1% +$550 0.03% 391
2024
Q4 		$468K Sell
15,873
-164
-1% -$5.03K 0.03% 387
2024
Q3 		$492K Buy
16,037
+14
+0.1% +$410 0.04% 384
2024
Q2 		$458K Buy
16,023
+7,083
+79% +$200K 0.03% 389
2024
Q1 		$259K Buy
+8,940
New +$244K 0.02% 450

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

Essex Financial Services's STXV Position: Q1 2026 in Review

Essex Financial Services held its Strive 1000 Value ETF (STXV) position steady in Q1 2026 at 15,951 shares worth $560K. The position accounts for 0.03% of the portfolio, ranked #427.

Essex Financial Services first reported a position in STXV in Q1 2024 and has held it in 9 quarters since. 32 funds tracked by Wall St. Rank hold STXV as of Q1 2026.

  • Essex Financial Services held 15,951 shares of Strive 1000 Value ETF worth $560K as of Q1 2026.
  • Essex Financial Services left its Strive 1000 Value ETF share count unchanged in Q1 2026.
  • Strive 1000 Value ETF made up 0.03% of Essex Financial Services's portfolio in Q1 2026, its #427 holding.
  • Essex Financial Services first reported a position in Strive 1000 Value ETF in Q1 2024 and has held it in 9 quarters since.
  • 32 funds tracked by Wall St. Rank held Strive 1000 Value ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.