BIG
BUXX icon

Brookwood Investment Group’s Strive Enhanced Income Short Maturity ETF BUXX Stock Holding History

Brookwood Investment Group’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 		$636K Sell
31,398
-18,799
-37% -$381K 0.08% 238
2025
Q4 		$1.02M Buy
+50,197
New +$1.02M 0.12% 164

Other funds holding BUXX

RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return
ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
Jones Financial Companies
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return

Brookwood Investment Group's BUXX Position: Q1 2026 in Review

Brookwood Investment Group reduced its Strive Enhanced Income Short Maturity ETF (BUXX) stake by 37% in Q1 2026, selling an estimated $381K and leaving 31,398 shares worth $636K. The position accounts for 0.08% of the portfolio, ranked #238.

Brookwood Investment Group first reported a position in BUXX in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.02M in Q4 2025. 67 funds tracked by Wall St. Rank hold BUXX as of Q1 2026.

  • Brookwood Investment Group held 31,398 shares of Strive Enhanced Income Short Maturity ETF worth $636K as of Q1 2026.
  • Brookwood Investment Group sold 18,799 Strive Enhanced Income Short Maturity ETF shares in Q1 2026, an estimated $381K.
  • Strive Enhanced Income Short Maturity ETF made up 0.08% of Brookwood Investment Group's portfolio in Q1 2026, its #238 holding.
  • Brookwood Investment Group first reported a position in Strive Enhanced Income Short Maturity ETF in Q4 2025 and has held it in 2 quarters since.
  • Brookwood Investment Group's Strive Enhanced Income Short Maturity ETF position peaked at $1.02M in Q4 2025.
  • 67 funds tracked by Wall St. Rank held Strive Enhanced Income Short Maturity ETF as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.