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AE Wealth Management’s EA Series Trust Strive Small-Cap ETF STXK Stock Holding History

AE Wealth 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 		$11.7K Hold
350
– – ﹤0.01% 2246
2025
Q4 		$11.6K Hold
350
– – ﹤0.01% 2120
2025
Q3 		$11.6K Hold
350
– – ﹤0.01% 1983
2025
Q2 		$10.6K Hold
350
– – ﹤0.01% 1863
2025
Q1 		$10K Hold
350
– – ﹤0.01% 1856
2024
Q4 		$10.9K Buy
+350
New +$11.3K ﹤0.01% 1828

Other funds holding STXK

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M 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
PCMU
Paragon Capital Management (Utah) Provo, Utah $118M AUM 10.78% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

AE Wealth Management's STXK Position: Q1 2026 in Review

AE Wealth Management held its EA Series Trust Strive Small-Cap ETF (STXK) position steady in Q1 2026 at 350 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2246.

AE Wealth Management first reported a position in STXK in Q4 2024 and has held it in 6 quarters since. 35 funds tracked by Wall St. Rank hold STXK as of Q1 2026.

  • AE Wealth Management held 350 shares of EA Series Trust Strive Small-Cap ETF worth $11.7K as of Q1 2026.
  • AE Wealth Management left its EA Series Trust Strive Small-Cap ETF share count unchanged in Q1 2026.
  • EA Series Trust Strive Small-Cap ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2246 holding.
  • AE Wealth Management first reported a position in EA Series Trust Strive Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 35 funds tracked by Wall St. Rank held EA Series Trust Strive Small-Cap ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.