Bank of Montreal
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Bank of Montreal’s Strive Enhanced Income Short Maturity ETF BUXX Stock Holding History

Bank of Montreal’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 		– Sell
-34,014
Closed -$689K – 3869
2026
Q1 		$689K Buy
+34,014
New +$690K ﹤0.01% 2240
2025
Q1 		– Sell
-28,118
Closed -$570K – 3509
2024
Q4 		$570K Buy
+28,118
New +$572K ﹤0.01% 2159
2024
Q3 		– Sell
-43,388
Closed -$881K – 3883
2024
Q2 		$881K Sell
43,388
-22,998
-35% -$466K ﹤0.01% 2102
2024
Q1 		$1.35M Buy
66,386
+45,840
+223% +$929K ﹤0.01% 1837
2023
Q4 		$415K Buy
+20,546
New +$414K ﹤0.01% 2642

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

Bank of Montreal's BUXX Position: Q2 2026 in Review

Bank of Montreal sold out of Strive Enhanced Income Short Maturity ETF (BUXX) in Q2 2026, closing a stake of 34,014 shares — an estimated $689K sold.

Bank of Montreal first reported a position in BUXX in Q4 2023 and held it in 5 quarters. The position peaked at $1.35M in Q1 2024. 66 funds tracked by Wall St. Rank hold BUXX as of Q2 2026.

  • Bank of Montreal reported no remaining Strive Enhanced Income Short Maturity ETF position as of Q2 2026 after selling out during the quarter.
  • Bank of Montreal sold 34,014 Strive Enhanced Income Short Maturity ETF shares in Q2 2026, an estimated $689K.
  • Bank of Montreal first reported a position in Strive Enhanced Income Short Maturity ETF in Q4 2023 and held it in 5 quarters.
  • Bank of Montreal's Strive Enhanced Income Short Maturity ETF position peaked at $1.35M in Q1 2024.
  • 66 funds tracked by Wall St. Rank held Strive Enhanced Income Short Maturity ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.