Immaculate Wealth Management LLC Makes New $728,000 Investment in Strive 500 ETF $STRV

Immaculate Wealth Management LLC purchased a new position in shares of Strive 500 ETF (NYSEARCA:STRV) during the first quarter, HoldingsChannel.com reports. The fund purchased 17,347 shares of the company’s stock, valued at approximately $728,000. Strive 500 ETF accounts for approximately 5.8% of Immaculate Wealth Management LLC’s holdings, making the stock its 9th largest position.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Pin Oak Investment Advisors Inc. grew its stake in Strive 500 ETF by 15.0% during the 3rd quarter. Pin Oak Investment Advisors Inc. now owns 25,971 shares of the company’s stock worth $1,122,000 after buying an additional 3,390 shares during the last quarter. Strive Asset Management LLC increased its position in Strive 500 ETF by 5.3% during the 3rd quarter. Strive Asset Management LLC now owns 615,113 shares of the company’s stock valued at $26,573,000 after buying an additional 31,171 shares in the last quarter. Captrust Financial Advisors raised its stake in Strive 500 ETF by 58.8% in the third quarter. Captrust Financial Advisors now owns 55,715 shares of the company’s stock valued at $2,407,000 after buying an additional 20,635 shares during the last quarter. S.A. Mason LLC raised its stake in Strive 500 ETF by 7.3% in the fourth quarter. S.A. Mason LLC now owns 73,009 shares of the company’s stock valued at $3,219,000 after buying an additional 4,990 shares during the last quarter. Finally, EverSource Wealth Advisors LLC purchased a new stake in Strive 500 ETF in the fourth quarter valued at about $30,000.

Strive 500 ETF Stock Performance

The firm has a market capitalization of $1.08 billion, a P/E ratio of 25.66 and a beta of 1.01. The business has a fifty day simple moving average of $47.83 and a 200-day simple moving average of $45.70. Strive 500 ETF has a twelve month low of $38.47 and a twelve month high of $49.13.

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.