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Foundations Investment Advisors’s EA Series Trust Strive Small-Cap ETF STXK Stock Holding History

Foundations Investment Advisors’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 		$6.99M Buy
180,200
+10,648
+6% +$388K 0.07% 206
2026
Q1 		$5.66M Buy
+169,552
New +$5.89M 0.07% 210

Other funds holding STXK

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PP
PDS Planning Dublin, Ohio $1.73B AUM 24.11% 1-Year Est. Return

Foundations Investment Advisors's STXK Position: Q2 2026 in Review

Foundations Investment Advisors increased its EA Series Trust Strive Small-Cap ETF (STXK) stake by 6.3% in Q2 2026, buying an estimated $388K and bringing the position to 180,200 shares worth $6.99M. The position accounts for 0.07% of the portfolio, ranked #206.

Foundations Investment Advisors first reported a position in STXK in Q1 2026 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold STXK as of Q2 2026.

  • Foundations Investment Advisors held 180,200 shares of EA Series Trust Strive Small-Cap ETF worth $6.99M as of Q2 2026.
  • Foundations Investment Advisors bought 10,648 EA Series Trust Strive Small-Cap ETF shares in Q2 2026, an estimated $388K.
  • EA Series Trust Strive Small-Cap ETF made up 0.07% of Foundations Investment Advisors's portfolio in Q2 2026, its #206 holding.
  • Foundations Investment Advisors first reported a position in EA Series Trust Strive Small-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held EA Series Trust Strive Small-Cap ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.