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Holistic Planning’s EA Series Trust Strive Small-Cap ETF STXK Stock Holding History

Holistic 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
Q2 		$1.79M Sell
46,043
-4,262
-8% -$155K 0.28% 85
2026
Q1 		$1.68M Sell
50,305
-7,925
-14% -$275K 0.33% 66
2025
Q4 		$1.94M Sell
58,230
-19,660
-25% -$654K 0.41% 50
2025
Q3 		$2.58M Sell
77,890
-8,149
-9% -$261K 0.68% 29
2025
Q2 		$2.61M Buy
86,039
+2,717
+3% +$77.7K 0.75% 25
2025
Q1 		$2.39M Buy
83,322
+10,907
+15% +$336K 0.81% 25
2024
Q4 		$2.26M Buy
72,415
+2,531
+4% +$81.6K 0.82% 23
2024
Q3 		$2.19M Buy
69,884
+37,364
+115% +$1.13M 0.93% 21
2024
Q2 		$975K Hold
32,520
– – 0.75% 43
2024
Q1 		$975K Buy
32,520
+19,761
+155% +$566K 0.74% 43
2023
Q4 		$371K Buy
+12,759
New +$329K 0.31% 74

Other funds holding STXK

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 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
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

Holistic Planning's STXK Position: Q2 2026 in Review

Holistic Planning reduced its EA Series Trust Strive Small-Cap ETF (STXK) stake by 8.5% in Q2 2026, selling an estimated $155K and leaving 46,043 shares worth $1.79M. The position accounts for 0.28% of the portfolio, ranked #85.

Holistic Planning first reported a position in STXK in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.61M in Q2 2025. 32 funds tracked by Wall St. Rank hold STXK as of Q2 2026.

  • Holistic Planning held 46,043 shares of EA Series Trust Strive Small-Cap ETF worth $1.79M as of Q2 2026.
  • Holistic Planning sold 4,262 EA Series Trust Strive Small-Cap ETF shares in Q2 2026, an estimated $155K.
  • EA Series Trust Strive Small-Cap ETF made up 0.28% of Holistic Planning's portfolio in Q2 2026, its #85 holding.
  • Holistic Planning first reported a position in EA Series Trust Strive Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Holistic Planning's EA Series Trust Strive Small-Cap ETF position peaked at $2.61M in Q2 2025.
  • 32 funds tracked by Wall St. Rank held EA Series Trust Strive Small-Cap ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.