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Everhart Financial Group’s Strive 1000 Value ETF STXV Stock Holding History

Everhart Financial Group’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 		$1.25M Sell
32,880
-487
-1% -$18K 0.08% 133
2026
Q1 		$1.17M Sell
33,367
-5,314
-14% -$189K 0.1% 137
2025
Q4 		$1.29M Sell
38,681
-2,135
-5% -$69.9K 0.12% 115
2025
Q3 		$1.32M Sell
40,816
-3,184
-7% -$101K 0.13% 102
2025
Q2 		$1.36M Buy
44,000
+718
+2% +$21.3K 0.16% 92
2025
Q1 		$1.32M Buy
43,282
+46
+0.1% +$1.41K 0.18% 80
2024
Q4 		$1.28M Sell
43,236
-64
-0.1% -$1.96K 0.26% 75
2024
Q3 		$1.31M Sell
43,300
-4,325
-9% -$127K 0.29% 65
2024
Q2 		$1.34M Buy
47,625
+17,957
+61% +$508K 0.35% 52
2024
Q1 		$861K Buy
29,668
+152
+0.5% +$4.15K 0.25% 80
2023
Q4 		$787K Sell
29,516
-231
-0.8% -$5.79K 0.28% 72
2023
Q3 		$733K Sell
29,747
-80
-0.3% -$2.04K 0.31% 68
2023
Q2 		$752K Buy
+29,827
New +$734K 0.31% 67

Other funds holding STXV

HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
PCMU
Paragon Capital Management (Utah) Provo, Utah $135M AUM 29.99% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Everhart Financial Group's STXV Position: Q2 2026 in Review

Everhart Financial Group reduced its Strive 1000 Value ETF (STXV) stake by 1.5% in Q2 2026, selling an estimated $18K and leaving 32,880 shares worth $1.25M. The position accounts for 0.08% of the portfolio, ranked #133.

Everhart Financial Group first reported a position in STXV in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.36M in Q2 2025. 32 funds tracked by Wall St. Rank hold STXV as of Q2 2026.

  • Everhart Financial Group held 32,880 shares of Strive 1000 Value ETF worth $1.25M as of Q2 2026.
  • Everhart Financial Group sold 487 Strive 1000 Value ETF shares in Q2 2026, an estimated $18K.
  • Strive 1000 Value ETF made up 0.08% of Everhart Financial Group's portfolio in Q2 2026, its #133 holding.
  • Everhart Financial Group first reported a position in Strive 1000 Value ETF in Q2 2023 and has held it in 13 quarters since.
  • Everhart Financial Group's Strive 1000 Value ETF position peaked at $1.36M in Q2 2025.
  • 32 funds tracked by Wall St. Rank held Strive 1000 Value ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.