UBS Group
STXK icon

UBS Group’s EA Series Trust Strive Small-Cap ETF STXK Stock Holding History

UBS Group’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
-487
Closed -$16.2K – 11139
2025
Q4 		$16.2K Sell
487
-32,019
-99% -$1.06M ﹤0.01% 7924
2025
Q3 		$1.08M Buy
32,506
+8,849
+37% +$284K ﹤0.01% 5514
2025
Q2 		$718K Buy
23,657
+13,998
+145% +$400K ﹤0.01% 5715
2025
Q1 		$277K Buy
9,659
+8,413
+675% +$259K ﹤0.01% 6312
2024
Q4 		$39K Buy
+1,246
New +$40.2K ﹤0.01% 7461
2024
Q3 		– Sell
-1,163
Closed -$33.7K – 10041
2024
Q2 		$33.7K Buy
1,163
+922
+383% +$26.7K ﹤0.01% 6989
2024
Q1 		$7.23K Buy
241
+224
+1,318% +$6.41K ﹤0.01% 7399
2023
Q4 		$494 Buy
17
+4
+31% +$103 ﹤0.01% 8632
2023
Q3 		$328 Buy
+13
New +$346 ﹤0.01% 8574
2023
Q2 		– Sell
-442
Closed -$11.2K – 9611
2023
Q1 		$11.2K Buy
+442
New +$11.5K ﹤0.01% 7526

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 $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

UBS Group's STXK Position: Q1 2026 in Review

UBS Group sold out of EA Series Trust Strive Small-Cap ETF (STXK) in Q1 2026, closing a stake of 487 shares — an estimated $16.2K sold.

UBS Group first reported a position in STXK in Q1 2023 and held it in 10 quarters. The position peaked at $1.08M in Q3 2025. 35 funds tracked by Wall St. Rank hold STXK as of Q1 2026.

  • UBS Group reported no remaining EA Series Trust Strive Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 487 EA Series Trust Strive Small-Cap ETF shares in Q1 2026, an estimated $16.2K.
  • UBS Group first reported a position in EA Series Trust Strive Small-Cap ETF in Q1 2023 and held it in 10 quarters.
  • UBS Group's EA Series Trust Strive Small-Cap ETF position peaked at $1.08M in Q3 2025.
  • 35 funds tracked by Wall St. Rank held EA Series Trust Strive Small-Cap ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.