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Harbour Investments’s Strive 1000 Value ETF STXV Stock Holding History

Harbour Investments’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 		$449K Sell
11,837
-177
-1% -$6.53K 0.01% 1163
2026
Q1 		$422K Buy
12,014
+1,194
+11% +$42.4K 0.01% 1133
2025
Q4 		$362K Buy
10,820
+108
+1% +$3.54K 0.01% 990
2025
Q3 		$347K Buy
10,712
+136
+1% +$4.29K 0.01% 974
2025
Q2 		$326K Buy
10,576
+961
+10% +$28.4K 0.01% 949
2025
Q1 		$293K Buy
9,615
+1,079
+13% +$33K 0.01% 935
2024
Q4 		$252K Buy
8,536
+5,858
+219% +$180K 0.01% 946
2024
Q3 		$81.2K Buy
2,678
+1,087
+68% +$31.9K ﹤0.01% 1429
2024
Q2 		$44.8K Buy
1,591
+304
+24% +$8.59K ﹤0.01% 1611
2024
Q1 		$37.3K Buy
1,287
+149
+13% +$4.06K ﹤0.01% 1662
2023
Q4 		$30.4K Buy
1,138
+543
+91% +$13.6K ﹤0.01% 1682
2023
Q3 		$14.7K Buy
+595
New +$15.2K ﹤0.01% 1884

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
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 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

Harbour Investments's STXV Position: Q2 2026 in Review

Harbour Investments reduced its Strive 1000 Value ETF (STXV) stake by 1.5% in Q2 2026, selling an estimated $6.53K and leaving 11,837 shares worth $449K. The position accounts for 0.01% of the portfolio, ranked #1163.

Harbour Investments first reported a position in STXV in Q3 2023 and has held it in 12 quarters since. 32 funds tracked by Wall St. Rank hold STXV as of Q2 2026.

  • Harbour Investments held 11,837 shares of Strive 1000 Value ETF worth $449K as of Q2 2026.
  • Harbour Investments sold 177 Strive 1000 Value ETF shares in Q2 2026, an estimated $6.53K.
  • Strive 1000 Value ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #1163 holding.
  • Harbour Investments first reported a position in Strive 1000 Value ETF in Q3 2023 and has held it in 12 quarters since.
  • 32 funds tracked by Wall St. Rank held Strive 1000 Value ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.