Janney Montgomery Scott
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Janney Montgomery Scott’s Strive 1000 Value ETF STXV Stock Holding History

Janney Montgomery Scott’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
2025
Q2 		– Sell
-7,376
Closed -$225K – 2823
2025
Q1 		$225K Sell
7,376
-33,396
-82% -$1.02M ﹤0.01% 2476
2024
Q4 		$1.2M Buy
40,772
+3,478
+9% +$107K ﹤0.01% 1440
2024
Q3 		$1.13M Buy
37,294
+3,251
+10% +$95.3K ﹤0.01% 1437
2024
Q2 		$958K Sell
34,043
-1,007
-3% -$28.5K ﹤0.01% 1473
2024
Q1 		$1.02M Buy
+35,050
New +$956K ﹤0.01% 1517

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
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
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
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PCMU
Paragon Capital Management (Utah) Provo, Utah $135M AUM 29.99% 1-Year Est. Return

Janney Montgomery Scott's STXV Position: Q2 2025 in Review

Janney Montgomery Scott sold out of Strive 1000 Value ETF (STXV) in Q2 2025, closing a stake of 7,376 shares — an estimated $225K sold.

Janney Montgomery Scott first reported a position in STXV in Q1 2024 and held it in 5 quarters. The position peaked at $1.2M in Q4 2024. 23 funds tracked by Wall St. Rank hold STXV as of Q2 2025.

  • Janney Montgomery Scott reported no remaining Strive 1000 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Janney Montgomery Scott sold 7,376 Strive 1000 Value ETF shares in Q2 2025, an estimated $225K.
  • Janney Montgomery Scott first reported a position in Strive 1000 Value ETF in Q1 2024 and held it in 5 quarters.
  • Janney Montgomery Scott's Strive 1000 Value ETF position peaked at $1.2M in Q4 2024.
  • 23 funds tracked by Wall St. Rank held Strive 1000 Value ETF as of Q2 2025.

Based on Janney Montgomery Scott's 13F filing for Q2 2025, filed 17 Jul 2025.