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 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

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

McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CWM

Copia Wealth Management Bend, Oregon $146M AUM 20.84% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

GFG

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

Bank of Montreal's BUXX Position: Q1 2026 in Review

Bank of Montreal opened a new position in Strive Enhanced Income Short Maturity ETF (BUXX) in Q1 2026: 34,014 shares worth $689K. The stake represents ﹤0.01% of the portfolio and ranks #2240 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in BUXX as recently as Q4 2024.

Bank of Montreal first reported a position in BUXX in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.35M in Q1 2024. 67 funds tracked by Wall St. Rank hold BUXX as of Q1 2026.

Bank of Montreal held 34,014 shares of Strive Enhanced Income Short Maturity ETF worth $689K as of Q1 2026.
Strive Enhanced Income Short Maturity ETF was a new Bank of Montreal position in Q1 2026.
Strive Enhanced Income Short Maturity ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2240 holding.
Bank of Montreal first reported a position in Strive Enhanced Income Short Maturity ETF in Q4 2023 and has held it in 5 quarters since.
Bank of Montreal's Strive Enhanced Income Short Maturity ETF position peaked at $1.35M in Q1 2024.
67 funds tracked by Wall St. Rank held Strive Enhanced Income Short Maturity ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.