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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
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 $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 $1.79B AUM 17.59% 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

Holistic Planning's STXK Position: Q1 2026 in Review

Holistic Planning reduced its EA Series Trust Strive Small-Cap ETF (STXK) stake by 14% in Q1 2026, selling an estimated $275K and leaving 50,305 shares worth $1.68M. The position accounts for 0.33% of the portfolio, ranked #66.

Holistic Planning first reported a position in STXK in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.61M in Q2 2025. 35 funds tracked by Wall St. Rank hold STXK as of Q1 2026.

  • Holistic Planning held 50,305 shares of EA Series Trust Strive Small-Cap ETF worth $1.68M as of Q1 2026.
  • Holistic Planning sold 7,925 EA Series Trust Strive Small-Cap ETF shares in Q1 2026, an estimated $275K.
  • EA Series Trust Strive Small-Cap ETF made up 0.33% of Holistic Planning's portfolio in Q1 2026, its #66 holding.
  • Holistic Planning first reported a position in EA Series Trust Strive Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • Holistic Planning's EA Series Trust Strive Small-Cap ETF position peaked at $2.61M in Q2 2025.
  • 35 funds tracked by Wall St. Rank held EA Series Trust Strive Small-Cap ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.