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Ameritas Advisory Services’s EA Series Trust Strive Small-Cap ETF STXK Stock Holding History

Ameritas Advisory Services’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
2023
Q2 		– Sell
-90
Closed -$2.27K – 2285
2023
Q1 		$2.27K Buy
+90
New +$2.34K ﹤0.01% 2358

Other funds holding STXK

WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
SF
Safeguard Financial Minocqua, Wisconsin $456M AUM 6.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
IGWM
ICA Group Wealth Management Denver, Colorado $167M AUM 18.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Ameritas Advisory Services's STXK Position: Q2 2023 in Review

Ameritas Advisory Services sold out of EA Series Trust Strive Small-Cap ETF (STXK) in Q2 2023, closing a stake of 90 shares — an estimated $2.27K sold.

Ameritas Advisory Services first reported a position in STXK in Q1 2023 and held it in 1 quarter. The position peaked at $2.27K in Q1 2023. 12 funds tracked by Wall St. Rank hold STXK as of Q2 2023.

  • Ameritas Advisory Services reported no remaining EA Series Trust Strive Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Ameritas Advisory Services sold 90 EA Series Trust Strive Small-Cap ETF shares in Q2 2023, an estimated $2.27K.
  • Ameritas Advisory Services first reported a position in EA Series Trust Strive Small-Cap ETF in Q1 2023 and held it in 1 quarter.
  • Ameritas Advisory Services's EA Series Trust Strive Small-Cap ETF position peaked at $2.27K in Q1 2023.
  • 12 funds tracked by Wall St. Rank held EA Series Trust Strive Small-Cap ETF as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.