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Everhart Financial Group’s EA Series Trust Strive Small-Cap ETF STXK Stock Holding History

Everhart Financial Group’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
Q2 		$466K Sell
12,004
-226
-2% -$8.23K 0.03% 291
2026
Q1 		$408K Sell
12,230
-1,362
-10% -$47.3K 0.03% 312
2025
Q4 		$452K Sell
13,592
-676
-5% -$22.5K 0.04% 276
2025
Q3 		$473K Buy
14,268
+1,432
+11% +$45.9K 0.05% 256
2025
Q2 		$390K Buy
12,836
+587
+5% +$16.8K 0.05% 259
2025
Q1 		$352K Buy
12,249
+286
+2% +$8.82K 0.05% 262
2024
Q4 		$374K Sell
11,963
-37
-0.3% -$1.19K 0.08% 233
2024
Q3 		$377K Sell
12,000
-1,305
-10% -$39.6K 0.08% 229
2024
Q2 		$386K Buy
13,305
+5,092
+62% +$148K 0.1% 200
2024
Q1 		$246K Sell
8,213
-14
-0.2% -$401 0.07% 238
2023
Q4 		$239K Sell
8,227
-36
-0.4% -$928 0.08% 212
2023
Q3 		$208K Hold
8,263
– – 0.09% 201
2023
Q2 		$220K Buy
+8,263
New +$209K 0.09% 195

Other funds holding STXK

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Everhart Financial Group's STXK Position: Q2 2026 in Review

Everhart Financial Group reduced its EA Series Trust Strive Small-Cap ETF (STXK) stake by 1.8% in Q2 2026, selling an estimated $8.23K and leaving 12,004 shares worth $466K. The position accounts for 0.03% of the portfolio, ranked #291.

Everhart Financial Group first reported a position in STXK in Q2 2023 and has held it in 13 quarters since. The position peaked at $473K in Q3 2025. 5 funds tracked by Wall St. Rank hold STXK as of Q2 2026.

  • Everhart Financial Group held 12,004 shares of EA Series Trust Strive Small-Cap ETF worth $466K as of Q2 2026.
  • Everhart Financial Group sold 226 EA Series Trust Strive Small-Cap ETF shares in Q2 2026, an estimated $8.23K.
  • EA Series Trust Strive Small-Cap ETF made up 0.03% of Everhart Financial Group's portfolio in Q2 2026, its #291 holding.
  • Everhart Financial Group first reported a position in EA Series Trust Strive Small-Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • Everhart Financial Group's EA Series Trust Strive Small-Cap ETF position peaked at $473K in Q3 2025.
  • 5 funds tracked by Wall St. Rank held EA Series Trust Strive Small-Cap ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.