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McKinley Carter Wealth Services’s Strive 1000 Value ETF STXV Stock Holding History

McKinley Carter Wealth 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
2025
Q4 		– Sell
-7,245
Closed -$234K – 333
2025
Q3 		$234K Hold
7,245
– – 0.01% 300
2025
Q2 		$223K Hold
7,245
– – 0.01% 293
2025
Q1 		$221K Hold
7,245
– – 0.01% 289
2024
Q4 		$214K Hold
7,245
– – 0.01% 282
2024
Q3 		$220K Hold
7,245
– – 0.01% 293
2024
Q2 		$204K Hold
7,245
– – 0.01% 294
2024
Q1 		$210K Buy
+7,245
New +$198K 0.01% 290

Other funds holding STXV

HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SA
SPWM Advisors Traverse City, Michigan $108M AUM
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 $135M AUM 29.99% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

McKinley Carter Wealth Services's STXV Position: Q4 2025 in Review

McKinley Carter Wealth Services sold out of Strive 1000 Value ETF (STXV) in Q4 2025, closing a stake of 7,245 shares — an estimated $234K sold.

McKinley Carter Wealth Services first reported a position in STXV in Q1 2024 and held it in 7 quarters. The position peaked at $234K in Q3 2025. 28 funds tracked by Wall St. Rank hold STXV as of Q4 2025.

  • McKinley Carter Wealth Services reported no remaining Strive 1000 Value ETF position as of Q4 2025 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 7,245 Strive 1000 Value ETF shares in Q4 2025, an estimated $234K.
  • McKinley Carter Wealth Services first reported a position in Strive 1000 Value ETF in Q1 2024 and held it in 7 quarters.
  • McKinley Carter Wealth Services's Strive 1000 Value ETF position peaked at $234K in Q3 2025.
  • 28 funds tracked by Wall St. Rank held Strive 1000 Value ETF as of Q4 2025.

Based on McKinley Carter Wealth Services's 13F filing for Q4 2025, filed 6 Feb 2026.