N.E.W. Advisory Services’s EA Series Trust Strive Small-Cap ETF STXK Stock Holding History

N.E.W. Advisory Services’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	$14.7K	Hold	378	–	–	﹤0.01%	589
2026 Q1	$12.6K	Hold	378	–	–	﹤0.01%	589
2025 Q4	$12.6K	Hold	378	–	–	﹤0.01%	581
2025 Q3	$12.5K	Hold	378	–	–	﹤0.01%	539
2025 Q2	$11.5K	Hold	378	–	–	﹤0.01%	546
2025 Q1	$10.9K	Buy	+378	New	+$11.7K	﹤0.01%	596

Other funds holding STXK

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return

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

N.E.W. Advisory Services's STXK Position: Q2 2026 in Review

N.E.W. Advisory Services held its EA Series Trust Strive Small-Cap ETF (STXK) position steady in Q2 2026 at 378 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

N.E.W. Advisory Services first reported a position in STXK in Q1 2025 and has held it in 6 quarters since. 32 funds tracked by Wall St. Rank hold STXK as of Q2 2026.

N.E.W. Advisory Services held 378 shares of EA Series Trust Strive Small-Cap ETF worth $14.7K as of Q2 2026.
N.E.W. Advisory Services left its EA Series Trust Strive Small-Cap ETF share count unchanged in Q2 2026.
EA Series Trust Strive Small-Cap ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #589 holding.
N.E.W. Advisory Services first reported a position in EA Series Trust Strive Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
32 funds tracked by Wall St. Rank held EA Series Trust Strive Small-Cap ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.