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

Summit 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
2026
Q1 		$774K Sell
22,025
-59
-0.3% -$2.09K 0.01% 865
2025
Q4 		$739K Buy
22,084
+418
+2% +$13.7K 0.01% 766
2025
Q3 		$701K Buy
+21,666
New +$684K 0.01% 765

Other funds holding STXV

HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 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 $38.8B AUM 21.88% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 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 $118M AUM 10.78% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Summit Financial's STXV Position: Q1 2026 in Review

Summit Financial reduced its Strive 1000 Value ETF (STXV) stake by 0.27% in Q1 2026, selling an estimated $2.09K and leaving 22,025 shares worth $774K. The position accounts for 0.01% of the portfolio, ranked #865.

Summit Financial first reported a position in STXV in Q3 2025 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold STXV as of Q1 2026.

  • Summit Financial held 22,025 shares of Strive 1000 Value ETF worth $774K as of Q1 2026.
  • Summit Financial sold 59 Strive 1000 Value ETF shares in Q1 2026, an estimated $2.09K.
  • Strive 1000 Value ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #865 holding.
  • Summit Financial first reported a position in Strive 1000 Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 32 funds tracked by Wall St. Rank held Strive 1000 Value ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.