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

IFP 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
2023
Q4 		– Sell
-4,476
Closed -$113K – 3327
2023
Q3 		$113K Buy
4,476
+4,430
+9,630% +$118K 0.01% 1201
2023
Q2 		$1.22K Buy
+46
New +$1.16K ﹤0.01% 3025
2023
Q1 		– Sell
-33
Closed -$1K – 4321
2022
Q4 		$1K Buy
+33
New +$835 ﹤0.01% 4481

Other funds holding STXK

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
PP
PDS Planning Dublin, Ohio $1.52B AUM 18.08% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SF
Safeguard Financial Minocqua, Wisconsin $456M AUM 6.35% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors's STXK Position: Q4 2023 in Review

IFP Advisors sold out of EA Series Trust Strive Small-Cap ETF (STXK) in Q4 2023, closing a stake of 4,476 shares — an estimated $113K sold.

IFP Advisors first reported a position in STXK in Q4 2022 and held it in 3 quarters. The position peaked at $113K in Q3 2023. 18 funds tracked by Wall St. Rank hold STXK as of Q4 2023.

  • IFP Advisors reported no remaining EA Series Trust Strive Small-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • IFP Advisors sold 4,476 EA Series Trust Strive Small-Cap ETF shares in Q4 2023, an estimated $113K.
  • IFP Advisors first reported a position in EA Series Trust Strive Small-Cap ETF in Q4 2022 and held it in 3 quarters.
  • IFP Advisors's EA Series Trust Strive Small-Cap ETF position peaked at $113K in Q3 2023.
  • 18 funds tracked by Wall St. Rank held EA Series Trust Strive Small-Cap ETF as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.