Advyzon Investment Management’s Strive Enhanced Income Short Maturity ETF BUXX Stock Holding History

Advyzon Investment Management’s Portfolio BUXX Stock Details BUXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.5M	Sell	123,440 -40,434	-25%	-$819K	0.18%	124
2026 Q1	$3.32M	Sell	163,874 -63,216	-28%	-$1.28M	0.3%	79
2025 Q4	$4.6M	Sell	227,090 -100,375	-31%	-$2.04M	0.53%	40
2025 Q3	$6.64M	Buy	327,465 +10,095	+3%	+$205K	1.14%	15
2025 Q2	$6.45M	Buy	317,370 +20,066	+7%	+$408K	1.43%	13
2025 Q1	$6.04M	Buy	297,304 +74,493	+33%	+$1.51M	2.13%	10
2024 Q4	$4.52M	Buy	+222,811	New	+$4.53M	1.74%	10

Other funds holding BUXX

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

CWM

Copia Wealth Management Bend, Oregon $166M AUM 22.14% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

WFA

WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return

GFG

Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return

Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return

Advyzon Investment Management's BUXX Position: Q2 2026 in Review

Advyzon Investment Management reduced its Strive Enhanced Income Short Maturity ETF (BUXX) stake by 25% in Q2 2026, selling an estimated $819K and leaving 123,440 shares worth $2.5M. The position accounts for 0.18% of the portfolio, ranked #124.

Advyzon Investment Management first reported a position in BUXX in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.64M in Q3 2025. 67 funds tracked by Wall St. Rank hold BUXX as of Q2 2026.

Advyzon Investment Management held 123,440 shares of Strive Enhanced Income Short Maturity ETF worth $2.5M as of Q2 2026.
Advyzon Investment Management sold 40,434 Strive Enhanced Income Short Maturity ETF shares in Q2 2026, an estimated $819K.
Strive Enhanced Income Short Maturity ETF made up 0.18% of Advyzon Investment Management's portfolio in Q2 2026, its #124 holding.
Advyzon Investment Management first reported a position in Strive Enhanced Income Short Maturity ETF in Q4 2024 and has held it in 7 quarters since.
Advyzon Investment Management's Strive Enhanced Income Short Maturity ETF position peaked at $6.64M in Q3 2025.
67 funds tracked by Wall St. Rank held Strive Enhanced Income Short Maturity ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.