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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
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

HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
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

Kestra Advisory Services's STXV Position: Q1 2026 in Review

Kestra Advisory Services held its Strive 1000 Value ETF (STXV) position steady in Q1 2026 at 7,882 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #2703.

Kestra Advisory Services first reported a position in STXV in Q2 2024 and has held it in 8 quarters since. 32 funds tracked by Wall St. Rank hold STXV as of Q1 2026.

  • Kestra Advisory Services held 7,882 shares of Strive 1000 Value ETF worth $277K as of Q1 2026.
  • Kestra Advisory Services left its Strive 1000 Value ETF share count unchanged in Q1 2026.
  • Strive 1000 Value ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2703 holding.
  • Kestra Advisory Services first reported a position in Strive 1000 Value ETF in Q2 2024 and has held it in 8 quarters since.
  • 32 funds tracked by Wall St. Rank held Strive 1000 Value ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.