WIM
STXK icon

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
Q2 		$3.65M Buy
94,033
+1,104
+1% +$40.2K 0.18% 112
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 $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
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PP
PDS Planning Dublin, Ohio $1.73B AUM 24.11% 1-Year Est. Return

WealthPlan Investment Management's STXK Position: Q2 2026 in Review

WealthPlan Investment Management increased its EA Series Trust Strive Small-Cap ETF (STXK) stake by 1.2% in Q2 2026, buying an estimated $40.2K and bringing the position to 94,033 shares worth $3.65M. The position accounts for 0.18% of the portfolio, ranked #112.

WealthPlan Investment Management first reported a position in STXK in Q1 2026 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold STXK as of Q2 2026.

  • WealthPlan Investment Management held 94,033 shares of EA Series Trust Strive Small-Cap ETF worth $3.65M as of Q2 2026.
  • WealthPlan Investment Management bought 1,104 EA Series Trust Strive Small-Cap ETF shares in Q2 2026, an estimated $40.2K.
  • EA Series Trust Strive Small-Cap ETF made up 0.18% of WealthPlan Investment Management's portfolio in Q2 2026, its #112 holding.
  • WealthPlan Investment Management first reported a position in EA Series Trust Strive Small-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held EA Series Trust Strive Small-Cap ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.