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Pacific Capital Wealth Advisors’s Strive 1000 Value ETF STXV Stock Holding History

Pacific Capital Wealth 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
2025
Q1 		– Sell
-2,050
Closed -$60.5K – 336
2024
Q4 		$60.5K Hold
2,050
– – 0.01% 135
2024
Q3 		$62.2K Hold
2,050
– – 0.01% 146
2024
Q2 		$57.7K Hold
2,050
– – 0.01% 141
2024
Q1 		$59.5K Hold
2,050
– – 0.01% 126
2023
Q4 		$54.7K Buy
+2,050
New +$51.4K 0.01% 127

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
SF
Safeguard Financial Minocqua, Wisconsin $456M AUM 6.35% 1-Year Est. Return

Pacific Capital Wealth Advisors's STXV Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Strive 1000 Value ETF (STXV) in Q1 2025, closing a stake of 2,050 shares — an estimated $60.5K sold.

Pacific Capital Wealth Advisors first reported a position in STXV in Q4 2023 and held it in 5 quarters. The position peaked at $62.2K in Q3 2024. 26 funds tracked by Wall St. Rank hold STXV as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Strive 1000 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 2,050 Strive 1000 Value ETF shares in Q1 2025, an estimated $60.5K.
  • Pacific Capital Wealth Advisors first reported a position in Strive 1000 Value ETF in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's Strive 1000 Value ETF position peaked at $62.2K in Q3 2024.
  • 26 funds tracked by Wall St. Rank held Strive 1000 Value ETF as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.