UBS Group
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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
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

HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 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 $43.3B AUM 29.3% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
SF
Safeguard Financial Minocqua, Wisconsin $456M AUM 6.35% 1-Year Est. Return

UBS Group's STXV Position: Q1 2025 in Review

UBS Group sold out of Strive 1000 Value ETF (STXV) in Q1 2025, closing a stake of 47 shares — an estimated $1.39K sold.

UBS Group first reported a position in STXV in Q4 2022 and held it in 5 quarters. The position peaked at $22K in Q1 2023. 26 funds tracked by Wall St. Rank hold STXV as of Q1 2025.

  • UBS Group reported no remaining Strive 1000 Value ETF position as of Q1 2025 after selling out during the quarter.
  • UBS Group sold 47 Strive 1000 Value ETF shares in Q1 2025, an estimated $1.39K.
  • UBS Group first reported a position in Strive 1000 Value ETF in Q4 2022 and held it in 5 quarters.
  • UBS Group's Strive 1000 Value ETF position peaked at $22K in Q1 2023.
  • 26 funds tracked by Wall St. Rank held Strive 1000 Value ETF as of Q1 2025.

Based on UBS Group's 13F filing for Q1 2025, filed 13 May 2025.