S.A. Mason LLC Grows Stock Holdings in Strive 500 ETF (NYSEARCA:STRV)

S.A. Mason LLC lifted its position in shares of Strive 500 ETF (NYSEARCA:STRV) by 5.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 57,554 shares of the company’s stock after purchasing an additional 3,144 shares during the period. Strive 500 ETF accounts for approximately 1.1% of S.A. Mason LLC’s portfolio, making the stock its 15th largest position. S.A. Mason LLC owned 0.38% of Strive 500 ETF worth $2,176,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. United Advisor Group LLC lifted its position in shares of Strive 500 ETF by 12.3% in the 3rd quarter. United Advisor Group LLC now owns 185,659 shares of the company’s stock worth $6,839,000 after purchasing an additional 20,315 shares during the period. Janney Montgomery Scott LLC increased its position in shares of Strive 500 ETF by 6.2% during the fourth quarter. Janney Montgomery Scott LLC now owns 92,242 shares of the company’s stock valued at $3,487,000 after buying an additional 5,371 shares during the period. Captrust Financial Advisors raised its stake in Strive 500 ETF by 35.4% in the third quarter. Captrust Financial Advisors now owns 37,831 shares of the company’s stock worth $1,394,000 after buying an additional 9,898 shares in the last quarter. Future Financial Wealth Managment LLC lifted its holdings in Strive 500 ETF by 6.7% in the fourth quarter. Future Financial Wealth Managment LLC now owns 18,212 shares of the company’s stock worth $688,000 after buying an additional 1,137 shares during the period. Finally, Pin Oak Investment Advisors Inc. boosted its position in Strive 500 ETF by 25.9% during the 3rd quarter. Pin Oak Investment Advisors Inc. now owns 17,540 shares of the company’s stock valued at $646,000 after acquiring an additional 3,605 shares in the last quarter.

Strive 500 ETF Price Performance

NYSEARCA:STRV opened at $38.98 on Monday. The firm’s 50-day moving average price is $38.59 and its 200-day moving average price is $37.12. The company has a market capitalization of $588.99 million, a PE ratio of 25.93 and a beta of 1.00. Strive 500 ETF has a 1-year low of $31.00 and a 1-year high of $39.46.

Strive 500 ETF Profile

The Strive 500 ETF (STRV) is an exchange-traded fund that is based on the Solactive GBS United States 500 index. The fund tracks a market cap-weighted index of the 500 largest companies across all sectors in the US equity market. STRV was launched on Sep 15, 2022 and is managed by Strive.