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Merit Financial Group’s EA Series Trust Strive Small-Cap ETF STXK Stock Holding History

Merit Financial Group’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 		$391K Buy
10,071
+4
+0% +$146 ﹤0.01% 1648
2026
Q1 		$336K Buy
+10,067
New +$349K ﹤0.01% 1590
2025
Q3 		– Sell
-8,191
Closed -$249K – 1859
2025
Q2 		$249K Buy
+8,191
New +$234K ﹤0.01% 1436

Other funds holding STXK

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 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
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Merit Financial Group's STXK Position: Q2 2026 in Review

Merit Financial Group increased its EA Series Trust Strive Small-Cap ETF (STXK) stake by 0.04% in Q2 2026, buying an estimated $146 and bringing the position to 10,071 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #1648.

Merit Financial Group first reported a position in STXK in Q2 2025 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold STXK as of Q2 2026.

  • Merit Financial Group held 10,071 shares of EA Series Trust Strive Small-Cap ETF worth $391K as of Q2 2026.
  • Merit Financial Group bought 4 EA Series Trust Strive Small-Cap ETF shares in Q2 2026, an estimated $146.
  • EA Series Trust Strive Small-Cap ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1648 holding.
  • Merit Financial Group first reported a position in EA Series Trust Strive Small-Cap ETF in Q2 2025 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held EA Series Trust Strive Small-Cap ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.