United Advisor Group’s Strive 500 ETF STRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Buy |
321,115
+31,998
| +11% | +$1.28M | 2.22% | 4 |
|
|
2025
Q1 | $10.4M | Buy |
289,117
+27,417
| +10% | +$989K | 2.14% | 6 |
|
|
2024
Q4 | $9.89M | Buy |
261,700
+76,041
| +41% | +$2.87M | 1.96% | 7 |
|
|
2024
Q3 | $6.84M | Buy |
185,659
+20,315
| +12% | +$748K | 1.55% | 11 |
|
|
2024
Q2 | $5.78M | Buy |
165,344
+54,354
| +49% | +$1.9M | 1.8% | 11 |
|
|
2024
Q1 | $3.74M | Buy |
+110,990
| New | +$3.74M | 1.4% | 17 |
|