Key Client Fiduciary Advisors’s Strive 1000 Value ETF STXV Stock Holding History

Key Client Fiduciary Advisors’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	$236K	Sell	6,223 -877	-12%	-$32.3K	0.07%	199
2026 Q1	$249K	Hold	7,100	–	–	0.08%	180
2025 Q4	$238K	Sell	7,100 -6,250	-47%	-$205K	0.08%	177
2025 Q3	$432K	Sell	13,350 -250	-2%	-$7.89K	0.14%	129
2025 Q2	$419K	Sell	13,600 -375	-3%	-$11.1K	0.17%	124
2025 Q1	$426K	Hold	13,975	–	–	0.19%	114
2024 Q4	$412K	Buy	13,975 +3,975	+40%	+$122K	0.18%	117
2024 Q3	$303K	Hold	10,000	–	–	0.14%	147
2024 Q2	$282K	Buy	+10,000	New	+$283K	0.14%	146

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

Key Client Fiduciary Advisors's STXV Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its Strive 1000 Value ETF (STXV) stake by 12% in Q2 2026, selling an estimated $32.3K and leaving 6,223 shares worth $236K. The position accounts for 0.07% of the portfolio, ranked #199.

Key Client Fiduciary Advisors first reported a position in STXV in Q2 2024 and has held it in 9 quarters since. The position peaked at $432K in Q3 2025. 32 funds tracked by Wall St. Rank hold STXV as of Q2 2026.

Key Client Fiduciary Advisors held 6,223 shares of Strive 1000 Value ETF worth $236K as of Q2 2026.
Key Client Fiduciary Advisors sold 877 Strive 1000 Value ETF shares in Q2 2026, an estimated $32.3K.
Strive 1000 Value ETF made up 0.07% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #199 holding.
Key Client Fiduciary Advisors first reported a position in Strive 1000 Value ETF in Q2 2024 and has held it in 9 quarters since.
Key Client Fiduciary Advisors's Strive 1000 Value ETF position peaked at $432K in Q3 2025.
32 funds tracked by Wall St. Rank held Strive 1000 Value ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.