WealthPLAN Partners’s Strive 500 ETF STRV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$3.57M Buy
2025
Q3
$3.39M Buy
2025
Q2
$2.74M Buy
2025
Q1
$2.33M Buy
2024
Q4
$2.15M Buy
2024
Q3
$1.82M Buy
2024
Q2
$1.37M Buy
2024
Q1
$843K Buy
2023
Q4
$610K Buy
2023
Q3
$420K Buy
2023
Q2
$379K Buy
2023
Q1
$318K Buy