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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
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 $502M AUM 14.52% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
PCMU
Paragon Capital Management (Utah) Provo, Utah $118M AUM 10.78% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WealthPlan Investment Management's STXV Position: Q1 2026 in Review

WealthPlan Investment Management opened a new position in Strive 1000 Value ETF (STXV) in Q1 2026: 189,820 shares worth $6.67M. The stake represents 0.37% of the portfolio and ranks #66 among its holdings. This is a return to the name: WealthPlan Investment Management previously reported a position in STXV as recently as Q4 2022.

WealthPlan Investment Management first reported a position in STXV in Q4 2022 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold STXV as of Q1 2026.

  • WealthPlan Investment Management held 189,820 shares of Strive 1000 Value ETF worth $6.67M as of Q1 2026.
  • Strive 1000 Value ETF was a new WealthPlan Investment Management position in Q1 2026.
  • Strive 1000 Value ETF made up 0.37% of WealthPlan Investment Management's portfolio in Q1 2026, its #66 holding.
  • WealthPlan Investment Management first reported a position in Strive 1000 Value ETF in Q4 2022 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held Strive 1000 Value ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.