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FinTrust Capital Advisors’s Strive 1000 Value ETF STXV Stock Holding History

FinTrust Capital Advisors’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
2024
Q3 		$46K Buy
1,517
+186
+14% +$5.45K 0.01% 590
2024
Q2 		$37.5K Buy
1,331
+150
+13% +$4.24K 0.01% 621
2024
Q1 		$34.3K Buy
+1,181
New +$32.2K 0.01% 637

Other funds holding STXV

HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SF
Safeguard Financial Minocqua, Wisconsin $456M AUM 6.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PCMU
Paragon Capital Management (Utah) Provo, Utah $135M AUM 29.99% 1-Year Est. Return

FinTrust Capital Advisors's STXV Position: Q3 2024 in Review

FinTrust Capital Advisors increased its Strive 1000 Value ETF (STXV) stake by 14% in Q3 2024, buying an estimated $5.45K and bringing the position to 1,517 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #590.

FinTrust Capital Advisors first reported a position in STXV in Q1 2024 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold STXV as of Q3 2024.

  • FinTrust Capital Advisors held 1,517 shares of Strive 1000 Value ETF worth $46K as of Q3 2024.
  • FinTrust Capital Advisors bought 186 Strive 1000 Value ETF shares in Q3 2024, an estimated $5.45K.
  • Strive 1000 Value ETF made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #590 holding.
  • FinTrust Capital Advisors first reported a position in Strive 1000 Value ETF in Q1 2024 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held Strive 1000 Value ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.