Strive Small-Cap Equity Fund (STXK)
NYSE NYSE Primary Summary
STXK Chart
Strive Small-Cap Equity Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Christian Keedy Guardian Wealth Advisors LLC / Nc | 1,061 | $35,394.96 | $40,699.96 | $5,305 | 14.99% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 8,155 | $228,965.47 | $314,416.02 | $85,450.55 | 37.32% |
 Kevin Zemann WealthPlan Investment Management LLC | 92,929 | $3.1M | $3.6M | $498,099.44 | 16.07% |
| PIL PFG Investments LLC PFG Investments LLC | 14,950 | $446,927.74 | $576,023.5 | $129,095.76 | 28.89% |
 Christopher C. Powers Farther Finance Advisors, LLC | 609 | $20,261.67 | $23,365.38 | $3,103.71 | 15.32% |
Strive Small-Cap Equity Fund (STXK) FAQ
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Strive Small-Cap Equity Fund Profile
| NYSE Exchange | US Country |
Overview
The company in question operates within the financial sector, focusing on investment in U.S. small cap equity securities. This strategic approach entails directing, under typical conditions, a substantial portion of its assets—specifically, at least 80%, excluding any collateral from securities lending—towards investments in the equities market of the United States. This focus on small cap equities aligns the fund's investment philosophy with the goal of capitalizing on the growth potential of smaller companies within the U.S. economy. The benchmark for this investment strategy is a free float-adjusted, capitalization-weighted index which primarily encompasses U.S. equity securities, indicating a methodical approach to investment based on market capitalization and liquidity.
Products and Services
- U.S. Small Cap Equity Securities Investments
- Securities Lending
This product targets investment opportunities in the U.S. small cap equity market, aiming to leverage the growth potential of small cap companies. By allocating at least 80% of its total assets to such securities, the fund seeks to provide investors with exposure to a segment of the market known for its potential for high returns, albeit with a commensurate level of risk.
As part of its investment activities, the fund may also engage in securities lending. This involves lending out securities to other parties in exchange for collateral, with the aim of generating additional income for the fund. This collateral is not counted towards the fund's primary investment strategy in U.S. small cap equity securities but serves as a complementary activity to enhance overall returns.
