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WealthPLAN Partners’s EA Series Trust Strive Small-Cap ETF STXK Stock Holding History

WealthPLAN Partners’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
-90,510
Closed -$3.01M – 274
2025
Q4 		$3.01M Buy
90,510
+1,186
+1% +$39.4K 0.45% 58
2025
Q3 		$2.96M Buy
89,324
+93
+0.1% +$2.98K 0.44% 66
2025
Q2 		$2.71M Buy
89,231
+2,467
+3% +$70.6K 0.44% 72
2025
Q1 		$2.49M Buy
86,764
+8,795
+11% +$271K 0.35% 79
2024
Q4 		$2.44M Buy
77,969
+10,777
+16% +$347K 0.35% 79
2024
Q3 		$2.11M Buy
67,192
+6,087
+10% +$185K 0.28% 87
2024
Q2 		$1.77M Buy
61,105
+6,044
+11% +$175K 0.19% 115
2024
Q1 		$1.65M Buy
55,061
+6,377
+13% +$182K 0.17% 129
2023
Q4 		$1.41M Buy
48,684
+2,994
+7% +$77.2K 0.15% 139
2023
Q3 		$1.15M Buy
45,690
+4,368
+11% +$116K 0.13% 138
2023
Q2 		$1.1M Buy
41,322
+1,904
+5% +$48.1K 0.16% 128
2023
Q1 		$998K Buy
+39,418
New +$1.02M 0.11% 149

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

WealthPLAN Partners's STXK Position: Q1 2026 in Review

WealthPLAN Partners sold out of EA Series Trust Strive Small-Cap ETF (STXK) in Q1 2026, closing a stake of 90,510 shares — an estimated $3.01M sold.

WealthPLAN Partners first reported a position in STXK in Q1 2023 and held it in 12 quarters. The position peaked at $3.01M in Q4 2025. 35 funds tracked by Wall St. Rank hold STXK as of Q1 2026.

  • WealthPLAN Partners reported no remaining EA Series Trust Strive Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • WealthPLAN Partners sold 90,510 EA Series Trust Strive Small-Cap ETF shares in Q1 2026, an estimated $3.01M.
  • WealthPLAN Partners first reported a position in EA Series Trust Strive Small-Cap ETF in Q1 2023 and held it in 12 quarters.
  • WealthPLAN Partners's EA Series Trust Strive Small-Cap ETF position peaked at $3.01M in Q4 2025.
  • 35 funds tracked by Wall St. Rank held EA Series Trust Strive Small-Cap ETF as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.