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

Summit 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
2026
Q1 		$4.29M Sell
128,642
-1,307
-1% -$45.4K 0.05% 352
2025
Q4 		$4.32M Buy
129,949
+15,877
+14% +$528K 0.06% 295
2025
Q3 		$3.78M Buy
+114,072
New +$3.66M 0.06% 319

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
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 $118M AUM 10.78% 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
PP
PDS Planning Dublin, Ohio $1.52B AUM 18.08% 1-Year Est. Return

Summit Financial's STXK Position: Q1 2026 in Review

Summit Financial reduced its EA Series Trust Strive Small-Cap ETF (STXK) stake by 1% in Q1 2026, selling an estimated $45.4K and leaving 128,642 shares worth $4.29M. The position accounts for 0.05% of the portfolio, ranked #352.

Summit Financial first reported a position in STXK in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.32M in Q4 2025. 35 funds tracked by Wall St. Rank hold STXK as of Q1 2026.

  • Summit Financial held 128,642 shares of EA Series Trust Strive Small-Cap ETF worth $4.29M as of Q1 2026.
  • Summit Financial sold 1,307 EA Series Trust Strive Small-Cap ETF shares in Q1 2026, an estimated $45.4K.
  • EA Series Trust Strive Small-Cap ETF made up 0.05% of Summit Financial's portfolio in Q1 2026, its #352 holding.
  • Summit Financial first reported a position in EA Series Trust Strive Small-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's EA Series Trust Strive Small-Cap ETF position peaked at $4.32M in Q4 2025.
  • 35 funds tracked by Wall St. Rank held EA Series Trust Strive Small-Cap ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.