N.E.W. Advisory Services’s Strive 1000 Value ETF STXV Stock Holding History

N.E.W. 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 Q2	$14.4K	Hold	379	–	–	﹤0.01%	592
2026 Q1	$13.3K	Hold	379	–	–	﹤0.01%	581
2025 Q4	$12.7K	Hold	379	–	–	﹤0.01%	578
2025 Q3	$12.3K	Hold	379	–	–	﹤0.01%	543
2025 Q2	$11.7K	Hold	379	–	–	﹤0.01%	541
2025 Q1	$11.6K	Buy	+379	New	+$11.6K	﹤0.01%	585

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

N.E.W. Advisory Services's STXV Position: Q2 2026 in Review

N.E.W. Advisory Services held its Strive 1000 Value ETF (STXV) position steady in Q2 2026 at 379 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

N.E.W. Advisory Services first reported a position in STXV in Q1 2025 and has held it in 6 quarters since. 32 funds tracked by Wall St. Rank hold STXV as of Q2 2026.

N.E.W. Advisory Services held 379 shares of Strive 1000 Value ETF worth $14.4K as of Q2 2026.
N.E.W. Advisory Services left its Strive 1000 Value ETF share count unchanged in Q2 2026.
Strive 1000 Value ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #592 holding.
N.E.W. Advisory Services first reported a position in Strive 1000 Value ETF in Q1 2025 and has held it in 6 quarters since.
32 funds tracked by Wall St. Rank held Strive 1000 Value ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.