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Indiana Trust & Investment Management’s Strive 1000 Value ETF STXV Stock Holding History

Indiana Trust & Investment Management’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
Q4 		– Sell
-260
Closed -$7.89K – 505
2024
Q3 		$7.89K Hold
260
– – ﹤0.01% 427
2024
Q2 		$7.32K Hold
260
– – ﹤0.01% 406
2024
Q1 		$7.54K Hold
260
– – ﹤0.01% 404
2023
Q4 		$6.93K Hold
260
– – ﹤0.01% 380
2023
Q3 		$6.41K Buy
+260
New +$6.64K ﹤0.01% 380

Other funds holding STXV

HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 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 $44.6B AUM 28.94% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 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
PCMU
Paragon Capital Management (Utah) Provo, Utah $135M AUM 29.99% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

Indiana Trust & Investment Management's STXV Position: Q4 2024 in Review

Indiana Trust & Investment Management sold out of Strive 1000 Value ETF (STXV) in Q4 2024, closing a stake of 260 shares — an estimated $7.89K sold.

Indiana Trust & Investment Management first reported a position in STXV in Q3 2023 and held it in 5 quarters. The position peaked at $7.89K in Q3 2024. 24 funds tracked by Wall St. Rank hold STXV as of Q4 2024.

  • Indiana Trust & Investment Management reported no remaining Strive 1000 Value ETF position as of Q4 2024 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 260 Strive 1000 Value ETF shares in Q4 2024, an estimated $7.89K.
  • Indiana Trust & Investment Management first reported a position in Strive 1000 Value ETF in Q3 2023 and held it in 5 quarters.
  • Indiana Trust & Investment Management's Strive 1000 Value ETF position peaked at $7.89K in Q3 2024.
  • 24 funds tracked by Wall St. Rank held Strive 1000 Value ETF as of Q4 2024.

Based on Indiana Trust & Investment Management's 13F filing for Q4 2024, filed 29 Jan 2025.