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PDS Planning’s EA Series Trust Strive Small-Cap ETF STXK Stock Holding History

PDS Planning’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
Q1 		$568K Sell
17,026
-142
-0.8% -$4.93K 0.04% 239
2025
Q4 		$571K Sell
17,168
-41
-0.2% -$1.36K 0.04% 233
2025
Q3 		$570K Buy
17,209
+1,049
+6% +$33.6K 0.04% 219
2025
Q2 		$490K Buy
16,160
+99
+0.6% +$2.83K 0.04% 243
2025
Q1 		$461K Sell
16,061
-1
-0% -$31 0.04% 222
2024
Q4 		$502K Sell
16,062
-975
-6% -$31.4K 0.04% 189
2024
Q3 		$535K Buy
17,037
+532
+3% +$16.2K 0.05% 180
2024
Q2 		$479K Buy
16,505
+3,243
+24% +$94K 0.05% 178
2024
Q1 		$398K Buy
13,262
+34
+0.3% +$973 0.04% 202
2023
Q4 		$384K Sell
13,228
-601
-4% -$15.5K 0.04% 187
2023
Q3 		$348K Buy
+13,829
New +$368K 0.05% 191

Other funds holding STXK

OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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 $4.48B AUM 19.29% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

PDS Planning's STXK Position: Q1 2026 in Review

PDS Planning reduced its EA Series Trust Strive Small-Cap ETF (STXK) stake by 0.83% in Q1 2026, selling an estimated $4.93K and leaving 17,026 shares worth $568K. The position accounts for 0.04% of the portfolio, ranked #239.

PDS Planning first reported a position in STXK in Q3 2023 and has held it in 11 quarters since. The position peaked at $571K in Q4 2025. 35 funds tracked by Wall St. Rank hold STXK as of Q1 2026.

  • PDS Planning held 17,026 shares of EA Series Trust Strive Small-Cap ETF worth $568K as of Q1 2026.
  • PDS Planning sold 142 EA Series Trust Strive Small-Cap ETF shares in Q1 2026, an estimated $4.93K.
  • EA Series Trust Strive Small-Cap ETF made up 0.04% of PDS Planning's portfolio in Q1 2026, its #239 holding.
  • PDS Planning first reported a position in EA Series Trust Strive Small-Cap ETF in Q3 2023 and has held it in 11 quarters since.
  • PDS Planning's EA Series Trust Strive Small-Cap ETF position peaked at $571K in Q4 2025.
  • 35 funds tracked by Wall St. Rank held EA Series Trust Strive Small-Cap ETF as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.