AE Wealth Management
STXK icon

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
Q2 		$13.6K Hold
350
– – ﹤0.01% 2328
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 $231M AUM 11.23% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Financial Management Network
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Holistic Planning
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PCMU
Paragon Capital Management (Utah) Provo, Utah $132M AUM 24.83% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AE Wealth Management's STXK Position: Q2 2026 in Review

AE Wealth Management held its EA Series Trust Strive Small-Cap ETF (STXK) position steady in Q2 2026 at 350 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2328.

AE Wealth Management first reported a position in STXK in Q4 2024 and has held it in 7 quarters since. 32 funds tracked by Wall St. Rank hold STXK as of Q2 2026.

  • AE Wealth Management held 350 shares of EA Series Trust Strive Small-Cap ETF worth $13.6K as of Q2 2026.
  • AE Wealth Management left its EA Series Trust Strive Small-Cap ETF share count unchanged in Q2 2026.
  • EA Series Trust Strive Small-Cap ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2328 holding.
  • AE Wealth Management first reported a position in EA Series Trust Strive Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 32 funds tracked by Wall St. Rank held EA Series Trust Strive Small-Cap ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.