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 Q3	$298K	Sell	8,301 -1,770	-18%	-$67.4K	﹤0.01%	1921
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

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $718M AUM 13.66% 1-Year Est. Return

Paragon Capital Management (Utah) Provo, Utah $132M AUM 24.83% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

PDS Planning Dublin, Ohio $1.77B AUM 16.76% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Merit Financial Group's STXK Position: Q3 2026 in Review

Merit Financial Group reduced its EA Series Trust Strive Small-Cap ETF (STXK) stake by 18% in Q3 2026, selling an estimated $67.4K and leaving 8,301 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #1921.

Merit Financial Group first reported a position in STXK in Q2 2025 and has held it in 4 quarters since. The position peaked at $391K in Q2 2026. 18 funds tracked by Wall St. Rank hold STXK as of Q3 2026.

Merit Financial Group held 8,301 shares of EA Series Trust Strive Small-Cap ETF worth $298K as of Q3 2026.
Merit Financial Group sold 1,770 EA Series Trust Strive Small-Cap ETF shares in Q3 2026, an estimated $67.4K.
EA Series Trust Strive Small-Cap ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1921 holding.
Merit Financial Group first reported a position in EA Series Trust Strive Small-Cap ETF in Q2 2025 and has held it in 4 quarters since.
Merit Financial Group's EA Series Trust Strive Small-Cap ETF position peaked at $391K in Q2 2026.
18 funds tracked by Wall St. Rank held EA Series Trust Strive Small-Cap ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.