Wealth Enhancement Advisory Services
STXK icon

Wealth Enhancement Advisory Services’s EA Series Trust Strive Small-Cap ETF STXK Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$294K Buy
8,124
+378
+5% +$14.4K ﹤0.01% 3372
2026
Q2 		$297K Sell
7,746
-250
-3% -$9.1K ﹤0.01% 3215
2026
Q1 		$269K Hold
7,996
– – ﹤0.01% 2875
2025
Q4 		$277K Hold
7,996
– – ﹤0.01% 2991
2025
Q3 		$266K Hold
7,996
– – ﹤0.01% 2891
2025
Q2 		$250K Buy
+7,996
New +$229K ﹤0.01% 2798

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Summit Financial
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Financial Management Network
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WealthPlan Investment Management
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Holistic Planning
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Paragon Capital Management (Utah)
Paragon Capital Management (Utah) Provo, Utah $132M AUM 24.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Wealth Enhancement Advisory Services's STXK Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its EA Series Trust Strive Small-Cap ETF (STXK) stake by 4.9% in Q3 2026, buying an estimated $14.4K and bringing the position to 8,124 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #3372.

Wealth Enhancement Advisory Services first reported a position in STXK in Q2 2025 and has held it in 6 quarters since. The position peaked at $297K in Q2 2026. 29 funds tracked by Wall St. Rank hold STXK as of Q3 2026.

  • Wealth Enhancement Advisory Services held 8,124 shares of EA Series Trust Strive Small-Cap ETF worth $294K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 378 EA Series Trust Strive Small-Cap ETF shares in Q3 2026, an estimated $14.4K.
  • EA Series Trust Strive Small-Cap ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3372 holding.
  • Wealth Enhancement Advisory Services first reported a position in EA Series Trust Strive Small-Cap ETF in Q2 2025 and has held it in 6 quarters since.
  • Wealth Enhancement Advisory Services's EA Series Trust Strive Small-Cap ETF position peaked at $297K in Q2 2026.
  • 29 funds tracked by Wall St. Rank held EA Series Trust Strive Small-Cap ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.