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 Q3	$287K	Sell	7,978 -1,143	-13%	-$43.6K	﹤0.01%	3686
2026 Q2	$354K	Hold	9,121	–	–	﹤0.01%	3445
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

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $718M AUM 13.66% 1-Year Est. Return

Paragon Capital Management (Utah) Provo, Utah $132M AUM 24.83% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

PDS Planning Dublin, Ohio $1.77B AUM 16.76% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning's STXK Position: Q3 2026 in Review

Creative Planning reduced its EA Series Trust Strive Small-Cap ETF (STXK) stake by 13% in Q3 2026, selling an estimated $43.6K and leaving 7,978 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #3686.

Creative Planning first reported a position in STXK in Q2 2023 and has held it in 14 quarters since. The position peaked at $354K in Q2 2026. 18 funds tracked by Wall St. Rank hold STXK as of Q3 2026.

Creative Planning held 7,978 shares of EA Series Trust Strive Small-Cap ETF worth $287K as of Q3 2026.
Creative Planning sold 1,143 EA Series Trust Strive Small-Cap ETF shares in Q3 2026, an estimated $43.6K.
EA Series Trust Strive Small-Cap ETF made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #3686 holding.
Creative Planning first reported a position in EA Series Trust Strive Small-Cap ETF in Q2 2023 and has held it in 14 quarters since.
Creative Planning's EA Series Trust Strive Small-Cap ETF position peaked at $354K in Q2 2026.
18 funds tracked by Wall St. Rank held EA Series Trust Strive Small-Cap ETF as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.