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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
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 Buy
+18,711
New +$574K 0.03% 441

Other funds holding STXV

HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 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 $1.12B 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
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
PCMU
Paragon Capital Management (Utah) Provo, Utah $135M AUM 29.99% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

StoneX Group's STXV Position: Q1 2026 in Review

StoneX Group increased its Strive 1000 Value ETF (STXV) stake by 9.5% in Q1 2026, buying an estimated $89.2K and bringing the position to 28,853 shares worth $1.01M. The position accounts for 0.05% of the portfolio, ranked #259.

StoneX Group first reported a position in STXV in Q4 2024 and has held it in 6 quarters since. 32 funds tracked by Wall St. Rank hold STXV as of Q1 2026.

  • StoneX Group held 28,853 shares of Strive 1000 Value ETF worth $1.01M as of Q1 2026.
  • StoneX Group bought 2,513 Strive 1000 Value ETF shares in Q1 2026, an estimated $89.2K.
  • Strive 1000 Value ETF made up 0.05% of StoneX Group's portfolio in Q1 2026, its #259 holding.
  • StoneX Group first reported a position in Strive 1000 Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 32 funds tracked by Wall St. Rank held Strive 1000 Value ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.