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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
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 $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 $1.79B AUM 17.59% 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 $38.8B AUM 21.88% 1-Year Est. Return
PCMU
Paragon Capital Management (Utah) Provo, Utah $118M AUM 10.78% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
PP
PDS Planning Dublin, Ohio $1.52B AUM 18.08% 1-Year Est. Return

Foundations Investment Advisors's STXK Position: Q1 2026 in Review

Foundations Investment Advisors opened a new position in EA Series Trust Strive Small-Cap ETF (STXK) in Q1 2026: 169,552 shares worth $5.66M. The stake represents 0.07% of the portfolio and ranks #210 among its holdings.

35 funds tracked by Wall St. Rank hold STXK as of Q1 2026.

  • Foundations Investment Advisors held 169,552 shares of EA Series Trust Strive Small-Cap ETF worth $5.66M as of Q1 2026.
  • EA Series Trust Strive Small-Cap ETF was a new Foundations Investment Advisors position in Q1 2026.
  • EA Series Trust Strive Small-Cap ETF made up 0.07% of Foundations Investment Advisors's portfolio in Q1 2026, its #210 holding.
  • 35 funds tracked by Wall St. Rank held EA Series Trust Strive Small-Cap ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.