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Balboa Wealth Partners’s Strive Enhanced Income Short Maturity ETF BUXX Stock Holding History

Balboa Wealth Partners’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 		$332K Buy
16,395
+490
+3% +$9.92K 0.05% 321
2026
Q1 		$322K Buy
15,905
+125
+0.8% +$2.54K 0.05% 290
2025
Q4 		$319K Hold
15,780
– – 0.05% 276
2025
Q3 		$320K Buy
15,780
+795
+5% +$16.2K 0.06% 259
2025
Q2 		$304K Buy
14,985
+485
+3% +$9.86K 0.06% 247
2025
Q1 		$294K Buy
+14,500
New +$295K 0.07% 200

Other funds holding BUXX

RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Jones Financial Companies
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
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
MML Investors Services
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
HP
Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return

Balboa Wealth Partners's BUXX Position: Q2 2026 in Review

Balboa Wealth Partners increased its Strive Enhanced Income Short Maturity ETF (BUXX) stake by 3.1% in Q2 2026, buying an estimated $9.92K and bringing the position to 16,395 shares worth $332K. The position accounts for 0.05% of the portfolio, ranked #321.

Balboa Wealth Partners first reported a position in BUXX in Q1 2025 and has held it in 6 quarters since. 66 funds tracked by Wall St. Rank hold BUXX as of Q2 2026.

  • Balboa Wealth Partners held 16,395 shares of Strive Enhanced Income Short Maturity ETF worth $332K as of Q2 2026.
  • Balboa Wealth Partners bought 490 Strive Enhanced Income Short Maturity ETF shares in Q2 2026, an estimated $9.92K.
  • Strive Enhanced Income Short Maturity ETF made up 0.05% of Balboa Wealth Partners's portfolio in Q2 2026, its #321 holding.
  • Balboa Wealth Partners first reported a position in Strive Enhanced Income Short Maturity ETF in Q1 2025 and has held it in 6 quarters since.
  • 66 funds tracked by Wall St. Rank held Strive Enhanced Income Short Maturity ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.