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

UBS 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 Q2	$493	Buy	+13	New	+$479	﹤0.01%	9828
2025 Q1	–	Sell	-47	Closed	-$1.39K	–	10708
2024 Q4	$1.39K	Buy	+47	New	+$1.44K	﹤0.01%	9249
2024 Q2	–	Sell	-532	Closed	-$15.4K	–	10063
2024 Q1	$15.4K	Buy	+532	New	+$14.5K	﹤0.01%	7036
2023 Q4	–	Sell	-51	Closed	-$1.26K	–	9860
2023 Q3	$1.26K	Buy	+51	New	+$1.3K	﹤0.01%	8020
2023 Q2	–	Sell	-893	Closed	-$22K	–	9612
2023 Q1	$22K	Buy	893 +892	+89,200%	+$22.5K	﹤0.01%	7015
2022 Q4	$25	Buy	+1	New	+$25	﹤0.01%	10542

Other funds holding STXV

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

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 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

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

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

UBS Group's STXV Position: Q2 2026 in Review

UBS Group opened a new position in Strive 1000 Value ETF (STXV) in Q2 2026: 13 shares worth $493. The stake represents ﹤0.01% of the portfolio and ranks #9828 among its holdings. This is a return to the name: UBS Group previously reported a position in STXV as recently as Q4 2024.

UBS Group first reported a position in STXV in Q4 2022 and has held it in 6 quarters since. The position peaked at $22K in Q1 2023. 32 funds tracked by Wall St. Rank hold STXV as of Q2 2026.

UBS Group held 13 shares of Strive 1000 Value ETF worth $493 as of Q2 2026.
Strive 1000 Value ETF was a new UBS Group position in Q2 2026.
Strive 1000 Value ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9828 holding.
UBS Group first reported a position in Strive 1000 Value ETF in Q4 2022 and has held it in 6 quarters since.
UBS Group's Strive 1000 Value ETF position peaked at $22K in Q1 2023.
32 funds tracked by Wall St. Rank held Strive 1000 Value ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.