LPL Financial
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LPL Financial’s Strive 1000 Value ETF STXV Stock Holding History

LPL Financial’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 		– Sell
-6,890
Closed -$242K – 6345
2026
Q1 		$242K Buy
+6,890
New +$244K ﹤0.01% 5351

Other funds holding STXV

HP
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
OC
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
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
SG
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
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

LPL Financial's STXV Position: Q2 2026 in Review

LPL Financial sold out of Strive 1000 Value ETF (STXV) in Q2 2026, closing a stake of 6,890 shares — an estimated $242K sold.

LPL Financial first reported a position in STXV in Q1 2026 and held it in 1 quarter. The position peaked at $242K in Q1 2026. 32 funds tracked by Wall St. Rank hold STXV as of Q2 2026.

  • LPL Financial reported no remaining Strive 1000 Value ETF position as of Q2 2026 after selling out during the quarter.
  • LPL Financial sold 6,890 Strive 1000 Value ETF shares in Q2 2026, an estimated $242K.
  • LPL Financial first reported a position in Strive 1000 Value ETF in Q1 2026 and held it in 1 quarter.
  • LPL Financial's Strive 1000 Value ETF position peaked at $242K in Q1 2026.
  • 32 funds tracked by Wall St. Rank held Strive 1000 Value ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.