SF
STXV icon

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

Safeguard 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
2025
Q1 		$749K Sell
24,544
-3,713
-13% -$113K 0.16% 48
2024
Q4 		$834K Buy
28,257
+179
+0.6% +$5.49K 0.18% 48
2024
Q3 		$852K Sell
28,078
-1,812
-6% -$53.1K 0.2% 44
2024
Q2 		$841K Buy
29,890
+163
+0.5% +$4.61K 0.23% 40
2024
Q1 		$862K Buy
29,727
+153
+0.5% +$4.17K 0.28% 35
2023
Q4 		$789K Buy
29,574
+379
+1% +$9.49K 0.3% 36
2023
Q3 		$719K Buy
29,195
+3,784
+15% +$96.6K 0.35% 36
2023
Q2 		$640K Buy
+25,411
New +$625K 0.31% 39

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 $38.8B AUM 21.88% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 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
PCMU
Paragon Capital Management (Utah) Provo, Utah $135M AUM 29.99% 1-Year Est. Return

Safeguard Financial's STXV Position: Q1 2025 in Review

Safeguard Financial reduced its Strive 1000 Value ETF (STXV) stake by 13% in Q1 2025, selling an estimated $113K and leaving 24,544 shares worth $749K. The position accounts for 0.16% of the portfolio, ranked #48.

Safeguard Financial first reported a position in STXV in Q2 2023 and has held it in 8 quarters since. The position peaked at $862K in Q1 2024. 26 funds tracked by Wall St. Rank hold STXV as of Q1 2025.

  • Safeguard Financial held 24,544 shares of Strive 1000 Value ETF worth $749K as of Q1 2025.
  • Safeguard Financial sold 3,713 Strive 1000 Value ETF shares in Q1 2025, an estimated $113K.
  • Strive 1000 Value ETF made up 0.16% of Safeguard Financial's portfolio in Q1 2025, its #48 holding.
  • Safeguard Financial first reported a position in Strive 1000 Value ETF in Q2 2023 and has held it in 8 quarters since.
  • Safeguard Financial's Strive 1000 Value ETF position peaked at $862K in Q1 2024.
  • 26 funds tracked by Wall St. Rank held Strive 1000 Value ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.