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WealthPlan Investment Management’s EA Series Trust Strive Small-Cap ETF STXK Stock Holding History

WealthPlan Investment 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
2026
Q1 		$3.1M Buy
+92,929
New +$3.23M 0.17% 120

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
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

WealthPlan Investment Management's STXK Position: Q1 2026 in Review

WealthPlan Investment Management opened a new position in EA Series Trust Strive Small-Cap ETF (STXK) in Q1 2026: 92,929 shares worth $3.1M. The stake represents 0.17% of the portfolio and ranks #120 among its holdings.

35 funds tracked by Wall St. Rank hold STXK as of Q1 2026.

  • WealthPlan Investment Management held 92,929 shares of EA Series Trust Strive Small-Cap ETF worth $3.1M as of Q1 2026.
  • EA Series Trust Strive Small-Cap ETF was a new WealthPlan Investment Management position in Q1 2026.
  • EA Series Trust Strive Small-Cap ETF made up 0.17% of WealthPlan Investment Management's portfolio in Q1 2026, its #120 holding.
  • 35 funds tracked by Wall St. Rank held EA Series Trust Strive Small-Cap ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.