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

JNBA Financial 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
2025
Q1 		– Sell
-355
Closed -$11.1K – 682
2024
Q4 		$11.1K Sell
355
-60
-14% -$1.94K ﹤0.01% 451
2024
Q3 		$13K Hold
415
– – ﹤0.01% 435
2024
Q2 		$12K Buy
415
+52
+14% +$1.51K ﹤0.01% 437
2024
Q1 		$10.9K Buy
363
+244
+205% +$6.98K ﹤0.01% 461
2023
Q4 		$3.46K Hold
119
– – ﹤0.01% 569
2023
Q3 		$3K Hold
119
– – ﹤0.01% 595
2023
Q2 		$3.16K Buy
+119
New +$3.01K ﹤0.01% 585

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
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 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
PP
PDS Planning Dublin, Ohio $1.52B AUM 18.08% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

JNBA Financial Advisors's STXK Position: Q1 2025 in Review

JNBA Financial Advisors sold out of EA Series Trust Strive Small-Cap ETF (STXK) in Q1 2025, closing a stake of 355 shares — an estimated $11.1K sold.

JNBA Financial Advisors first reported a position in STXK in Q2 2023 and held it in 7 quarters. The position peaked at $13K in Q3 2024. 30 funds tracked by Wall St. Rank hold STXK as of Q1 2025.

  • JNBA Financial Advisors reported no remaining EA Series Trust Strive Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • JNBA Financial Advisors sold 355 EA Series Trust Strive Small-Cap ETF shares in Q1 2025, an estimated $11.1K.
  • JNBA Financial Advisors first reported a position in EA Series Trust Strive Small-Cap ETF in Q2 2023 and held it in 7 quarters.
  • JNBA Financial Advisors's EA Series Trust Strive Small-Cap ETF position peaked at $13K in Q3 2024.
  • 30 funds tracked by Wall St. Rank held EA Series Trust Strive Small-Cap ETF as of Q1 2025.

Based on JNBA Financial Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.