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Smartleaf Asset Management’s EA Series Trust Strive Small-Cap ETF STXK Stock Holding History

Smartleaf Asset Management’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
2024
Q2 		– Sell
-363
Closed -$10.8K – 2761
2024
Q1 		$10.8K Buy
+363
New +$10.4K ﹤0.01% 1000

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 $523M AUM 23.92% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 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
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
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Smartleaf Asset Management's STXK Position: Q2 2024 in Review

Smartleaf Asset Management sold out of EA Series Trust Strive Small-Cap ETF (STXK) in Q2 2024, closing a stake of 363 shares — an estimated $10.8K sold.

Smartleaf Asset Management first reported a position in STXK in Q1 2024 and held it in 1 quarter. The position peaked at $10.8K in Q1 2024. 27 funds tracked by Wall St. Rank hold STXK as of Q2 2024.

  • Smartleaf Asset Management reported no remaining EA Series Trust Strive Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Smartleaf Asset Management sold 363 EA Series Trust Strive Small-Cap ETF shares in Q2 2024, an estimated $10.8K.
  • Smartleaf Asset Management first reported a position in EA Series Trust Strive Small-Cap ETF in Q1 2024 and held it in 1 quarter.
  • Smartleaf Asset Management's EA Series Trust Strive Small-Cap ETF position peaked at $10.8K in Q1 2024.
  • 27 funds tracked by Wall St. Rank held EA Series Trust Strive Small-Cap ETF as of Q2 2024.

Based on Smartleaf Asset Management's 13F filing for Q2 2024, filed 13 Aug 2024.