Kestra Advisory Services’s Strive 1000 Value ETF STXV Stock Holding History

Kestra Advisory Services’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	$299K	Buy	7,884 +2	+0%	+$74	﹤0.01%	2775
2026 Q1	$277K	Hold	7,882	–	–	﹤0.01%	2703
2025 Q4	$264K	Buy	7,882 +4	+0.1%	+$131	﹤0.01%	2646
2025 Q3	$255K	Buy	7,878 +2	+0%	+$63	﹤0.01%	2573
2025 Q2	$243K	Buy	7,876 +1,022	+15%	+$30.2K	﹤0.01%	2527
2025 Q1	$209K	Sell	6,854 -1,687	-20%	-$51.5K	﹤0.01%	2442
2024 Q4	$252K	Buy	8,541 +1,887	+28%	+$57.9K	﹤0.01%	2361
2024 Q3	$202K	Sell	6,654 -1,873	-22%	-$54.9K	﹤0.01%	2370
2024 Q2	$240K	Buy	+8,527	New	+$241K	﹤0.01%	2278

Other funds holding STXV

Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

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 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

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

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Kestra Advisory Services's STXV Position: Q2 2026 in Review

Kestra Advisory Services increased its Strive 1000 Value ETF (STXV) stake by 0.03% in Q2 2026, buying an estimated $74 and bringing the position to 7,884 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #2775.

Kestra Advisory Services first reported a position in STXV in Q2 2024 and has held it in 9 quarters since. 32 funds tracked by Wall St. Rank hold STXV as of Q2 2026.

Kestra Advisory Services held 7,884 shares of Strive 1000 Value ETF worth $299K as of Q2 2026.
Kestra Advisory Services bought 2 Strive 1000 Value ETF shares in Q2 2026, an estimated $74.
Strive 1000 Value ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2775 holding.
Kestra Advisory Services first reported a position in Strive 1000 Value ETF in Q2 2024 and has held it in 9 quarters since.
32 funds tracked by Wall St. Rank held Strive 1000 Value ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.