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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
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 $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 $118M AUM 10.78% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Holistic Planning's STXV Position: Q1 2026 in Review

Holistic Planning reduced its Strive 1000 Value ETF (STXV) stake by 6% in Q1 2026, selling an estimated $1.17M and leaving 517,058 shares worth $18.2M. The position accounts for 3.62% of the portfolio, ranked #5.

Holistic Planning first reported a position in STXV in Q4 2023 and has held it in 10 quarters since. The position peaked at $20.3M in Q3 2025. 32 funds tracked by Wall St. Rank hold STXV as of Q1 2026.

  • Holistic Planning held 517,058 shares of Strive 1000 Value ETF worth $18.2M as of Q1 2026.
  • Holistic Planning sold 33,113 Strive 1000 Value ETF shares in Q1 2026, an estimated $1.17M.
  • Strive 1000 Value ETF made up 3.62% of Holistic Planning's portfolio in Q1 2026, its #5 holding.
  • Holistic Planning first reported a position in Strive 1000 Value ETF in Q4 2023 and has held it in 10 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 Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.