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SPWM Advisors’s Strive 1000 Value ETF STXV Stock Holding History

SPWM 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
2026
Q1 		– Sell
-46,932
Closed -$1.57M – 107
2025
Q4 		$1.57M Buy
+46,932
New +$1.54M 1.49% 14

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
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

SPWM Advisors's STXV Position: Q1 2026 in Review

SPWM Advisors sold out of Strive 1000 Value ETF (STXV) in Q1 2026, closing a stake of 46,932 shares — an estimated $1.57M sold.

SPWM Advisors first reported a position in STXV in Q4 2025 and held it in 1 quarter. The position peaked at $1.57M in Q4 2025. 32 funds tracked by Wall St. Rank hold STXV as of Q1 2026.

  • SPWM Advisors reported no remaining Strive 1000 Value ETF position as of Q1 2026 after selling out during the quarter.
  • SPWM Advisors sold 46,932 Strive 1000 Value ETF shares in Q1 2026, an estimated $1.57M.
  • SPWM Advisors first reported a position in Strive 1000 Value ETF in Q4 2025 and held it in 1 quarter.
  • SPWM Advisors's Strive 1000 Value ETF position peaked at $1.57M in Q4 2025.
  • 32 funds tracked by Wall St. Rank held Strive 1000 Value ETF as of Q1 2026.

Based on SPWM Advisors's 13F filing for Q1 2026, filed 14 May 2026.