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WealthPLAN Partners’s Strive 1000 Value ETF STXV Stock Holding History

WealthPLAN Partners’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 		– Sell
-193,855
Closed -$6.49M – 276
2025
Q4 		$6.49M Buy
193,855
+7,275
+4% +$238K 0.97% 27
2025
Q3 		$6.04M Buy
186,580
+8,183
+5% +$258K 0.9% 27
2025
Q2 		$5.5M Buy
178,397
+6,231
+4% +$184K 0.89% 26
2025
Q1 		$5.25M Buy
172,166
+5,767
+3% +$176K 0.74% 37
2024
Q4 		$4.91M Buy
166,399
+7,936
+5% +$244K 0.7% 38
2024
Q3 		$4.81M Buy
158,463
+14,024
+10% +$411K 0.65% 46
2024
Q2 		$4.07M Buy
144,439
+8,004
+6% +$226K 0.44% 65
2024
Q1 		$3.96M Buy
136,435
+5,798
+4% +$158K 0.41% 77
2023
Q4 		$3.48M Buy
130,637
+10,313
+9% +$258K 0.36% 83
2023
Q3 		$2.96M Buy
120,324
+3,427
+3% +$87.5K 0.34% 82
2023
Q2 		$2.95M Buy
116,897
+4,029
+4% +$99.1K 0.42% 69
2023
Q1 		$2.78M Buy
112,868
+99,684
+756% +$2.52M 0.32% 80
2022
Q4 		$346K Buy
+13,184
New +$334K 0.02% 295

Other funds holding STXV

HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 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 $135M AUM 29.99% 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

WealthPLAN Partners's STXV Position: Q1 2026 in Review

WealthPLAN Partners sold out of Strive 1000 Value ETF (STXV) in Q1 2026, closing a stake of 193,855 shares — an estimated $6.49M sold.

WealthPLAN Partners first reported a position in STXV in Q4 2022 and held it in 13 quarters. The position peaked at $6.49M in Q4 2025. 32 funds tracked by Wall St. Rank hold STXV as of Q1 2026.

  • WealthPLAN Partners reported no remaining Strive 1000 Value ETF position as of Q1 2026 after selling out during the quarter.
  • WealthPLAN Partners sold 193,855 Strive 1000 Value ETF shares in Q1 2026, an estimated $6.49M.
  • WealthPLAN Partners first reported a position in Strive 1000 Value ETF in Q4 2022 and held it in 13 quarters.
  • WealthPLAN Partners's Strive 1000 Value ETF position peaked at $6.49M in Q4 2025.
  • 32 funds tracked by Wall St. Rank held Strive 1000 Value ETF as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.