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Merit Financial Group’s Strive 1000 Value ETF STXV Stock Holding History

Merit Financial Group’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 		$666K Buy
17,573
+33
+0.2% +$1.22K ﹤0.01% 1321
2026
Q1 		$616K Buy
17,540
+74
+0.4% +$2.63K ﹤0.01% 1246
2025
Q4 		$584K Buy
17,466
+63
+0.4% +$2.06K ﹤0.01% 1210
2025
Q3 		$563K Sell
17,403
-7,316
-30% -$231K 0.01% 1112
2025
Q2 		$762K Buy
+24,719
New +$732K 0.01% 908

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

Merit Financial Group's STXV Position: Q2 2026 in Review

Merit Financial Group increased its Strive 1000 Value ETF (STXV) stake by 0.19% in Q2 2026, buying an estimated $1.22K and bringing the position to 17,573 shares worth $666K. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

Merit Financial Group first reported a position in STXV in Q2 2025 and has held it in 5 quarters since. The position peaked at $762K in Q2 2025. 32 funds tracked by Wall St. Rank hold STXV as of Q2 2026.

  • Merit Financial Group held 17,573 shares of Strive 1000 Value ETF worth $666K as of Q2 2026.
  • Merit Financial Group bought 33 Strive 1000 Value ETF shares in Q2 2026, an estimated $1.22K.
  • Strive 1000 Value ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1321 holding.
  • Merit Financial Group first reported a position in Strive 1000 Value ETF in Q2 2025 and has held it in 5 quarters since.
  • Merit Financial Group's Strive 1000 Value ETF position peaked at $762K in Q2 2025.
  • 32 funds tracked by Wall St. Rank held Strive 1000 Value ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.