StoneX Group
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StoneX Group’s Strive 1000 Value ETF STXV Stock Holding History

StoneX 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
Q3 		$1.64M Buy
43,565
+14,420
+49% +$562K 0.06% 277
2026
Q2 		$1.1M Buy
29,145
+292
+1% +$10.8K 0.04% 324
2026
Q1 		$1.01M Buy
28,853
+2,513
+10% +$89.2K 0.05% 259
2025
Q4 		$881K Buy
26,340
+1,448
+6% +$47.4K 0.04% 385
2025
Q3 		$805K Sell
24,892
-601
-2% -$19K 0.04% 414
2025
Q2 		$786K Sell
25,493
-68
-0.3% -$2.01K 0.04% 393
2025
Q1 		$780K Buy
25,561
+6,850
+37% +$209K 0.04% 351
2024
Q4 		$552K Sell
18,711
-13,226
-41% -$406K 0.03% 441
2024
Q3 		$969K Sell
31,937
-13,830
-30% -$405K 0.07% 226
2024
Q2 		$1.29M Buy
45,767
+12,864
+39% +$364K 0.1% 168
2024
Q1 		$954K Buy
32,903
+115
+0.4% +$3.14K 0.09% 206
2023
Q4 		$874K Sell
32,788
-4,751
-13% -$119K 0.09% 199
2023
Q3 		$925K Buy
+37,539
New +$958K 0.1% 178

Other funds holding STXV

Holistic Planning
Holistic Planning Nacogdoches, Texas $718M AUM 13.66% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
OxenFree Capital
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Paragon Capital Management (Utah)
Paragon Capital Management (Utah) Provo, Utah $132M AUM 24.83% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

StoneX Group's STXV Position: Q3 2026 in Review

StoneX Group increased its Strive 1000 Value ETF (STXV) stake by 49% in Q3 2026, buying an estimated $562K and bringing the position to 43,565 shares worth $1.64M. The position accounts for 0.06% of the portfolio, ranked #277.

StoneX Group first reported a position in STXV in Q3 2023 and has held it in 13 quarters since. 14 funds tracked by Wall St. Rank hold STXV as of Q3 2026.

  • StoneX Group held 43,565 shares of Strive 1000 Value ETF worth $1.64M as of Q3 2026.
  • StoneX Group bought 14,420 Strive 1000 Value ETF shares in Q3 2026, an estimated $562K.
  • Strive 1000 Value ETF made up 0.06% of StoneX Group's portfolio in Q3 2026, its #277 holding.
  • StoneX Group first reported a position in Strive 1000 Value ETF in Q3 2023 and has held it in 13 quarters since.
  • 14 funds tracked by Wall St. Rank held Strive 1000 Value ETF as of Q3 2026.

Based on StoneX Group's 13F filing for Q3 2026, filed 3 Nov 2026.