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WealthPlan Investment Management’s Strive 1000 Value ETF STXV Stock Holding History

WealthPlan Investment Management’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 		$7.28M Buy
191,968
+2,148
+1% +$79.2K 0.36% 67
2026
Q1 		$6.67M Buy
+189,820
New +$6.73M 0.37% 66
2023
Q1 		– Sell
-13,184
Closed -$346K – 564
2022
Q4 		$346K Buy
+13,184
New +$334K 0.02% 293

Other funds holding STXV

HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 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
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 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

WealthPlan Investment Management's STXV Position: Q2 2026 in Review

WealthPlan Investment Management increased its Strive 1000 Value ETF (STXV) stake by 1.1% in Q2 2026, buying an estimated $79.2K and bringing the position to 191,968 shares worth $7.28M. The position accounts for 0.36% of the portfolio, ranked #67.

WealthPlan Investment Management first reported a position in STXV in Q4 2022 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold STXV as of Q2 2026.

  • WealthPlan Investment Management held 191,968 shares of Strive 1000 Value ETF worth $7.28M as of Q2 2026.
  • WealthPlan Investment Management bought 2,148 Strive 1000 Value ETF shares in Q2 2026, an estimated $79.2K.
  • Strive 1000 Value ETF made up 0.36% of WealthPlan Investment Management's portfolio in Q2 2026, its #67 holding.
  • WealthPlan Investment Management first reported a position in Strive 1000 Value ETF in Q4 2022 and has held it in 3 quarters since.
  • 32 funds tracked by Wall St. Rank held Strive 1000 Value ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.