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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
Q2 		$753K Sell
19,874
-2,151
-10% -$79.3K 0.01% 944
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 $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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Summit Financial's STXV Position: Q2 2026 in Review

Summit Financial reduced its Strive 1000 Value ETF (STXV) stake by 9.8% in Q2 2026, selling an estimated $79.3K and leaving 19,874 shares worth $753K. The position accounts for 0.01% of the portfolio, ranked #944.

Summit Financial first reported a position in STXV in Q3 2025 and has held it in 4 quarters since. The position peaked at $774K in Q1 2026. 32 funds tracked by Wall St. Rank hold STXV as of Q2 2026.

  • Summit Financial held 19,874 shares of Strive 1000 Value ETF worth $753K as of Q2 2026.
  • Summit Financial sold 2,151 Strive 1000 Value ETF shares in Q2 2026, an estimated $79.3K.
  • Strive 1000 Value ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #944 holding.
  • Summit Financial first reported a position in Strive 1000 Value ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's Strive 1000 Value ETF position peaked at $774K in Q1 2026.
  • 32 funds tracked by Wall St. Rank held Strive 1000 Value ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.