CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Strive Enhanced Income Short Maturity ETF BUXX Stock Holding History

CAPTRUST Financial Advisors’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 		$381K Buy
18,846
+2,500
+15% +$50.6K ﹤0.01% 2387
2026
Q1 		$331K Hold
16,346
– – ﹤0.01% 2321
2025
Q4 		$331K Sell
16,346
-2,400
-13% -$48.7K ﹤0.01% 2174
2025
Q3 		$380K Hold
18,746
– – ﹤0.01% 2003
2025
Q2 		$381K Hold
18,746
– – ﹤0.01% 1901
2025
Q1 		$381K Buy
18,746
+4,511
+32% +$91.7K ﹤0.01% 1808
2024
Q4 		$289K Buy
14,235
+3,935
+38% +$80K ﹤0.01% 1941
2024
Q3 		$209K Buy
+10,300
New +$209K ﹤0.01% 2105

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

CAPTRUST Financial Advisors's BUXX Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Strive Enhanced Income Short Maturity ETF (BUXX) stake by 15% in Q2 2026, buying an estimated $50.6K and bringing the position to 18,846 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #2387.

CAPTRUST Financial Advisors first reported a position in BUXX in Q3 2024 and has held it in 8 quarters since. 67 funds tracked by Wall St. Rank hold BUXX as of Q2 2026.

  • CAPTRUST Financial Advisors held 18,846 shares of Strive Enhanced Income Short Maturity ETF worth $381K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 2,500 Strive Enhanced Income Short Maturity ETF shares in Q2 2026, an estimated $50.6K.
  • Strive Enhanced Income Short Maturity ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2387 holding.
  • CAPTRUST Financial Advisors first reported a position in Strive Enhanced Income Short Maturity ETF in Q3 2024 and has held it in 8 quarters since.
  • 67 funds tracked by Wall St. Rank held Strive Enhanced Income Short Maturity ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.