Creative Planning
STXK icon

Creative Planning’s EA Series Trust Strive Small-Cap ETF STXK Stock Holding History

Creative Planning’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 		$304K Hold
9,121
– – ﹤0.01% 3421
2025
Q4 		$303K Hold
9,121
– – ﹤0.01% 3228
2025
Q3 		$302K Hold
9,121
– – ﹤0.01% 3138
2025
Q2 		$277K Sell
9,121
-1,143
-11% -$32.7K ﹤0.01% 2965
2025
Q1 		$295K Sell
10,264
-259
-2% -$7.99K ﹤0.01% 2774
2024
Q4 		$329K Buy
10,523
+2,876
+38% +$92.7K ﹤0.01% 2580
2024
Q3 		$240K Hold
7,647
– – ﹤0.01% 2708
2024
Q2 		$222K Hold
7,647
– – ﹤0.01% 2605
2024
Q1 		$229K Sell
7,647
-1,517
-17% -$43.4K ﹤0.01% 2469
2023
Q4 		$266K Hold
9,164
– – ﹤0.01% 2180
2023
Q3 		$231K Buy
9,164
+1,517
+20% +$40.4K ﹤0.01% 2129
2023
Q2 		$203K Buy
+7,647
New +$193K ﹤0.01% 2205

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 $7.85B AUM 20.99% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 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

Creative Planning's STXK Position: Q1 2026 in Review

Creative Planning held its EA Series Trust Strive Small-Cap ETF (STXK) position steady in Q1 2026 at 9,121 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #3421.

Creative Planning first reported a position in STXK in Q2 2023 and has held it in 12 quarters since. The position peaked at $329K in Q4 2024. 35 funds tracked by Wall St. Rank hold STXK as of Q1 2026.

  • Creative Planning held 9,121 shares of EA Series Trust Strive Small-Cap ETF worth $304K as of Q1 2026.
  • Creative Planning 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 Creative Planning's portfolio in Q1 2026, its #3421 holding.
  • Creative Planning first reported a position in EA Series Trust Strive Small-Cap ETF in Q2 2023 and has held it in 12 quarters since.
  • Creative Planning's EA Series Trust Strive Small-Cap ETF position peaked at $329K in Q4 2024.
  • 35 funds tracked by Wall St. Rank held EA Series Trust Strive Small-Cap ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.