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

Safeguard Financial’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 		$234K Sell
8,155
-1,344
-14% -$41.4K 0.05% 95
2024
Q4 		$297K Buy
9,499
+2,340
+33% +$75.4K 0.06% 89
2024
Q3 		$225K Sell
7,159
-1,433
-17% -$43.5K 0.05% 114
2024
Q2 		$249K Buy
8,592
+25
+0.3% +$725 0.07% 89
2024
Q1 		$257K Buy
8,567
+19
+0.2% +$544 0.08% 71
2023
Q4 		$248K Buy
8,548
+456
+6% +$11.8K 0.09% 67
2023
Q3 		$204K Buy
8,092
+15
+0.2% +$400 0.1% 69
2023
Q2 		$214K Buy
+8,077
New +$204K 0.1% 64

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 $518M AUM 17.96% 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 $4.48B AUM 19.29% 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

Safeguard Financial's STXK Position: Q1 2025 in Review

Safeguard Financial reduced its EA Series Trust Strive Small-Cap ETF (STXK) stake by 14% in Q1 2025, selling an estimated $41.4K and leaving 8,155 shares worth $234K. The position accounts for 0.05% of the portfolio, ranked #95.

Safeguard Financial first reported a position in STXK in Q2 2023 and has held it in 8 quarters since. The position peaked at $297K in Q4 2024. 30 funds tracked by Wall St. Rank hold STXK as of Q1 2025.

  • Safeguard Financial held 8,155 shares of EA Series Trust Strive Small-Cap ETF worth $234K as of Q1 2025.
  • Safeguard Financial sold 1,344 EA Series Trust Strive Small-Cap ETF shares in Q1 2025, an estimated $41.4K.
  • EA Series Trust Strive Small-Cap ETF made up 0.05% of Safeguard Financial's portfolio in Q1 2025, its #95 holding.
  • Safeguard Financial first reported a position in EA Series Trust Strive Small-Cap ETF in Q2 2023 and has held it in 8 quarters since.
  • Safeguard Financial's EA Series Trust Strive Small-Cap ETF position peaked at $297K in Q4 2024.
  • 30 funds tracked by Wall St. Rank held EA Series Trust Strive Small-Cap ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.