Advyzon Investment Management’s EA Series Trust Strive Small-Cap ETF STXK Stock Holding History

Advyzon Investment Management’s Portfolio STXK Stock Details STXK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$478K	Sell	12,311 -6,311	-34%	-$230K	0.03%	494
2026 Q1	$621K	Sell	18,622 -8,791	-32%	-$305K	0.06%	332
2025 Q4	$912K	Sell	27,413 -26,868	-49%	-$893K	0.11%	194
2025 Q3	$1.8M	Buy	54,281 +1,269	+2%	+$40.7K	0.31%	67
2025 Q2	$1.61M	Buy	53,012 +3,621	+7%	+$104K	0.36%	61
2025 Q1	$1.42M	Buy	49,391 +10,985	+29%	+$339K	0.5%	37
2024 Q4	$1.2M	Buy	+38,406	New	+$1.24M	0.46%	37

Other funds holding STXK

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PCMU

Paragon Capital Management (Utah) Provo, Utah $135M AUM 29.99% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Advyzon Investment Management's STXK Position: Q2 2026 in Review

Advyzon Investment Management reduced its EA Series Trust Strive Small-Cap ETF (STXK) stake by 34% in Q2 2026, selling an estimated $230K and leaving 12,311 shares worth $478K. The position accounts for 0.03% of the portfolio, ranked #494.

Advyzon Investment Management first reported a position in STXK in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.8M in Q3 2025. 32 funds tracked by Wall St. Rank hold STXK as of Q2 2026.

Advyzon Investment Management held 12,311 shares of EA Series Trust Strive Small-Cap ETF worth $478K as of Q2 2026.
Advyzon Investment Management sold 6,311 EA Series Trust Strive Small-Cap ETF shares in Q2 2026, an estimated $230K.
EA Series Trust Strive Small-Cap ETF made up 0.03% of Advyzon Investment Management's portfolio in Q2 2026, its #494 holding.
Advyzon Investment Management first reported a position in EA Series Trust Strive Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Advyzon Investment Management's EA Series Trust Strive Small-Cap ETF position peaked at $1.8M in Q3 2025.
32 funds tracked by Wall St. Rank held EA Series Trust Strive Small-Cap ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.