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

Holistic Planning
Holistic Planning Nacogdoches, Texas $718M AUM 13.66% 1-Year Est. Return
Advyzon Investment Management
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
WealthPLAN Partners
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return
OxenFree Capital
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Paragon Capital Management (Utah)
Paragon Capital Management (Utah) Provo, Utah $132M AUM 24.83% 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.