EFS
STXK icon

Essex Financial Services’s EA Series Trust Strive Small-Cap ETF STXK Stock Holding History

Essex Financial 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
2026
Q1 		$378K Buy
11,317
+626
+6% +$21.7K 0.02% 543
2025
Q4 		$356K Sell
10,691
-327
-3% -$10.9K 0.02% 551
2025
Q3 		$365K Buy
11,018
+55
+0.5% +$1.76K 0.02% 518
2025
Q2 		$333K Sell
10,963
-4,459
-29% -$128K 0.02% 518
2025
Q1 		$443K Buy
15,422
+111
+0.7% +$3.42K 0.03% 408
2024
Q4 		$479K Hold
15,311
– – 0.03% 384
2024
Q3 		$479K Buy
15,311
+596
+4% +$18.1K 0.03% 388
2024
Q2 		$432K Buy
14,715
+4,944
+51% +$143K 0.03% 394
2024
Q1 		$293K Buy
9,771
+2,575
+36% +$73.7K 0.03% 430
2023
Q4 		$209K Buy
+7,196
New +$185K 0.02% 473

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

Essex Financial Services's STXK Position: Q1 2026 in Review

Essex Financial Services increased its EA Series Trust Strive Small-Cap ETF (STXK) stake by 5.9% in Q1 2026, buying an estimated $21.7K and bringing the position to 11,317 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #543.

Essex Financial Services first reported a position in STXK in Q4 2023 and has held it in 10 quarters since. The position peaked at $479K in Q3 2024. 35 funds tracked by Wall St. Rank hold STXK as of Q1 2026.

  • Essex Financial Services held 11,317 shares of EA Series Trust Strive Small-Cap ETF worth $378K as of Q1 2026.
  • Essex Financial Services bought 626 EA Series Trust Strive Small-Cap ETF shares in Q1 2026, an estimated $21.7K.
  • EA Series Trust Strive Small-Cap ETF made up 0.02% of Essex Financial Services's portfolio in Q1 2026, its #543 holding.
  • Essex Financial Services first reported a position in EA Series Trust Strive Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • Essex Financial Services's EA Series Trust Strive Small-Cap ETF position peaked at $479K in Q3 2024.
  • 35 funds tracked by Wall St. Rank held EA Series Trust Strive Small-Cap ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.