Carson Wealth (CWM LLC)
STXK icon

Carson Wealth (CWM LLC)’s EA Series Trust Strive Small-Cap ETF STXK Stock Holding History

Carson Wealth (CWM 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
Q1 		$241 Hold
7
– – ﹤0.01% 5522
2025
Q4 		$0 Sell
7
-1,685
-100% -$56K ﹤0.01% 5632
2025
Q3 		$56K Buy
1,692
+772
+84% +$24.7K ﹤0.01% 3444
2025
Q2 		$28K Hold
920
– – ﹤0.01% 3696
2025
Q1 		$26K Hold
920
– – ﹤0.01% 3496
2024
Q4 		$29K Hold
920
– – ﹤0.01% 3206
2024
Q3 		$29K Buy
920
+7
+0.8% +$213 ﹤0.01% 3128
2024
Q2 		$26K Hold
913
– – ﹤0.01% 2952
2024
Q1 		$27K Buy
913
+32
+4% +$916 ﹤0.01% 2717
2023
Q4 		$26K Buy
881
+356
+68% +$9.18K ﹤0.01% 2607
2023
Q3 		$13K Hold
525
– – ﹤0.01% 3007
2023
Q2 		$14K Hold
525
– – ﹤0.01% 2888
2023
Q1 		$13K Hold
525
– – ﹤0.01% 2814
2022
Q4 		$13K Buy
+525
New +$13.3K ﹤0.01% 2669

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 $9.12B AUM 27.44% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
HP
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 $135M AUM 29.99% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s STXK Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its EA Series Trust Strive Small-Cap ETF (STXK) position steady in Q1 2026 at 7 shares worth $241. The position accounts for ﹤0.01% of the portfolio, ranked #5522.

Carson Wealth (CWM LLC) first reported a position in STXK in Q4 2022 and has held it in 14 quarters since. The position peaked at $56K in Q3 2025. 35 funds tracked by Wall St. Rank hold STXK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7 shares of EA Series Trust Strive Small-Cap ETF worth $241 as of Q1 2026.
  • Carson Wealth (CWM LLC) 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 Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5522 holding.
  • Carson Wealth (CWM LLC) first reported a position in EA Series Trust Strive Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • Carson Wealth (CWM LLC)'s EA Series Trust Strive Small-Cap ETF position peaked at $56K in Q3 2025.
  • 35 funds tracked by Wall St. Rank held EA Series Trust Strive Small-Cap ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.