Commonwealth Equity Services
STXK icon

Commonwealth Equity Services’s EA Series Trust Strive Small-Cap ETF STXK Stock Holding History

Commonwealth Equity 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
2025
Q3 		– Sell
-13,628
Closed -$414K – 4425
2025
Q2 		$414K Buy
13,628
+2,177
+19% +$62.3K ﹤0.01% 3316
2025
Q1 		$329K Buy
11,451
+2,872
+33% +$88.6K ﹤0.01% 3418
2024
Q4 		$268K Buy
8,579
+1,340
+19% +$43.2K ﹤0.01% 3521
2024
Q3 		$227K Buy
+7,239
New +$220K ﹤0.01% 3585

Other funds holding STXK

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $4.48B AUM 19.29% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Commonwealth Equity Services's STXK Position: Q3 2025 in Review

Commonwealth Equity Services sold out of EA Series Trust Strive Small-Cap ETF (STXK) in Q3 2025, closing a stake of 13,628 shares — an estimated $414K sold.

Commonwealth Equity Services first reported a position in STXK in Q3 2024 and held it in 4 quarters. The position peaked at $414K in Q2 2025. 29 funds tracked by Wall St. Rank hold STXK as of Q3 2025.

  • Commonwealth Equity Services reported no remaining EA Series Trust Strive Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 13,628 EA Series Trust Strive Small-Cap ETF shares in Q3 2025, an estimated $414K.
  • Commonwealth Equity Services first reported a position in EA Series Trust Strive Small-Cap ETF in Q3 2024 and held it in 4 quarters.
  • Commonwealth Equity Services's EA Series Trust Strive Small-Cap ETF position peaked at $414K in Q2 2025.
  • 29 funds tracked by Wall St. Rank held EA Series Trust Strive Small-Cap ETF as of Q3 2025.

Based on Commonwealth Equity Services's 13F filing for Q3 2025, filed 22 Oct 2025.