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 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

Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $501M AUM 14.52% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Paragon Capital Management (Utah) Provo, Utah $118M AUM 10.78% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return

PDS Planning Dublin, Ohio $1.52B AUM 18.08% 1-Year Est. Return