STXK Strive Small-Cap ETF
What is STXK?
STXK tracks a market cap-weighted index of the 600 smallest US companies in the Bloomberg US 1500 Index.
STXK Factset Analytics Insight
STXK is designed to provide exposure to an index of small-cap companies in the US equity market. Securities eligible for inclusion in the index are the remaining 600 components of the Bloomberg US 1500, the parent index, after excluding the top 900 securities by size. Final constituents are determined after meeting certain criteria such as that the company must be listed in a US exchange with its free float a minimum of 10% of the security’s total shares outstanding. Each security is then market cap-weighted. It includes both common stock and real estate investment trusts. The fund intends to utilize a replication strategy which means it will invest all of its assets in the securities comprising the index. However, the adviser may use a sampling strategy if it is determined to be in the best interest of shareholders. The index is rebalanced semi-annually in January and July. Prior to January 25, 2023, the fund traded under the name Strive 2000 ETF and tracked the Bloomberg US 2000 Index.
STXK Summary Data
STXK Portfolio Data
STXK Index Data
STXK Portfolio Management
STXK Tax Exposures
STXK Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of STXK. STXK is rated a 5 out of 5.
STXK Sector/Industry Breakdown
STXK Top 10 Holdings
STXK Performance Statistics
STXK Economic Development
STXK Benchmark Comparison Summary
STXK Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.