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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
Q2 		$847K Buy
41,870
+10,472
+33% +$212K 0.1% 206
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 $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 $231M AUM 11.23% 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

Brookwood Investment Group's BUXX Position: Q2 2026 in Review

Brookwood Investment Group increased its Strive Enhanced Income Short Maturity ETF (BUXX) stake by 33% in Q2 2026, buying an estimated $212K and bringing the position to 41,870 shares worth $847K. The position accounts for 0.1% of the portfolio, ranked #206.

Brookwood Investment Group first reported a position in BUXX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.02M in Q4 2025. 66 funds tracked by Wall St. Rank hold BUXX as of Q2 2026.

  • Brookwood Investment Group held 41,870 shares of Strive Enhanced Income Short Maturity ETF worth $847K as of Q2 2026.
  • Brookwood Investment Group bought 10,472 Strive Enhanced Income Short Maturity ETF shares in Q2 2026, an estimated $212K.
  • Strive Enhanced Income Short Maturity ETF made up 0.1% of Brookwood Investment Group's portfolio in Q2 2026, its #206 holding.
  • Brookwood Investment Group first reported a position in Strive Enhanced Income Short Maturity ETF in Q4 2025 and has held it in 3 quarters since.
  • Brookwood Investment Group's Strive Enhanced Income Short Maturity ETF position peaked at $1.02M in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Strive Enhanced Income Short Maturity ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.