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Holistic Planning’s Strive 1000 Value ETF STXV Stock Holding History

Holistic Planning’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 		$17.5M Sell
461,106
-55,952
-11% -$2.06M 2.72% 7
2026
Q1 		$18.2M Sell
517,058
-33,113
-6% -$1.17M 3.62% 5
2025
Q4 		$18.4M Sell
550,171
-77,541
-12% -$2.54M 3.92% 3
2025
Q3 		$20.3M Buy
627,712
+40,032
+7% +$1.26M 5.33% 3
2025
Q2 		$18.1M Buy
587,680
+5,296
+0.9% +$157K 5.19% 3
2025
Q1 		$17.8M Sell
582,384
-11,993
-2% -$366K 6.02% 3
2024
Q4 		$17.5M Buy
594,377
+25,109
+4% +$770K 6.36% 2
2024
Q3 		$17.3M Buy
569,268
+386,568
+212% +$11.3M 7.3% 2
2024
Q2 		$5.3M Hold
182,700
– – 4.07% 4
2024
Q1 		$5.3M Buy
182,700
+118,427
+184% +$3.23M 4.05% 4
2023
Q4 		$1.71M Buy
+64,273
New +$1.61M 1.44% 21

Other funds holding STXV

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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Holistic Planning's STXV Position: Q2 2026 in Review

Holistic Planning reduced its Strive 1000 Value ETF (STXV) stake by 11% in Q2 2026, selling an estimated $2.06M and leaving 461,106 shares worth $17.5M. The position accounts for 2.72% of the portfolio, ranked #7.

Holistic Planning first reported a position in STXV in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.3M in Q3 2025. 32 funds tracked by Wall St. Rank hold STXV as of Q2 2026.

  • Holistic Planning held 461,106 shares of Strive 1000 Value ETF worth $17.5M as of Q2 2026.
  • Holistic Planning sold 55,952 Strive 1000 Value ETF shares in Q2 2026, an estimated $2.06M.
  • Strive 1000 Value ETF made up 2.72% of Holistic Planning's portfolio in Q2 2026, its #7 holding.
  • Holistic Planning first reported a position in Strive 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • Holistic Planning's Strive 1000 Value ETF position peaked at $20.3M in Q3 2025.
  • 32 funds tracked by Wall St. Rank held Strive 1000 Value ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.