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SPWM Advisors’s EA Series Trust Strive Small-Cap ETF STXK Stock Holding History

SPWM Advisors’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 		– Sell
-24,583
Closed -$818K – 105
2025
Q4 		$818K Buy
+24,583
New +$817K 0.78% 32

Other funds holding STXK

OC
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
SF
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
HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
Cambridge Investment Research Advisors
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
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

SPWM Advisors's STXK Position: Q1 2026 in Review

SPWM Advisors sold out of EA Series Trust Strive Small-Cap ETF (STXK) in Q1 2026, closing a stake of 24,583 shares — an estimated $818K sold.

SPWM Advisors first reported a position in STXK in Q4 2025 and held it in 1 quarter. The position peaked at $818K in Q4 2025. 35 funds tracked by Wall St. Rank hold STXK as of Q1 2026.

  • SPWM Advisors reported no remaining EA Series Trust Strive Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • SPWM Advisors sold 24,583 EA Series Trust Strive Small-Cap ETF shares in Q1 2026, an estimated $818K.
  • SPWM Advisors first reported a position in EA Series Trust Strive Small-Cap ETF in Q4 2025 and held it in 1 quarter.
  • SPWM Advisors's EA Series Trust Strive Small-Cap ETF position peaked at $818K in Q4 2025.
  • 35 funds tracked by Wall St. Rank held EA Series Trust Strive Small-Cap ETF as of Q1 2026.

Based on SPWM Advisors's 13F filing for Q1 2026, filed 14 May 2026.