Betterment LLC

Betterment LLC’s EA Series Trust Strive Small-Cap ETF STXK Stock Holding History

Betterment LLC’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	$232K	Buy	+5,966	New	+$217K	﹤0.01%	640

Other funds holding STXK

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

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

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

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

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

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

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

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

Betterment LLC's STXK Position: Q2 2026 in Review

Betterment LLC opened a new position in EA Series Trust Strive Small-Cap ETF (STXK) in Q2 2026: 5,966 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #640 among its holdings.

32 funds tracked by Wall St. Rank hold STXK as of Q2 2026.

Betterment LLC held 5,966 shares of EA Series Trust Strive Small-Cap ETF worth $232K as of Q2 2026.
EA Series Trust Strive Small-Cap ETF was a new Betterment LLC position in Q2 2026.
EA Series Trust Strive Small-Cap ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #640 holding.
32 funds tracked by Wall St. Rank held EA Series Trust Strive Small-Cap ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.