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
Q3 		$376K Sell
18,646
-200
-1% -$4.04K ﹤0.01% 2466
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

Rockport Wealth
Rockport Wealth Fairview Park, Ohio $571M AUM 17.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Holistic Planning
Holistic Planning Nacogdoches, Texas $718M AUM 13.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
OxenFree Capital
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 16.66% 1-Year Est. Return
Grantvest Financial Group
Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return
Haven Private
Haven Private Orlando, Florida $253M AUM 14.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

CAPTRUST Financial Advisors's BUXX Position: Q3 2026 in Review

CAPTRUST Financial Advisors reduced its Strive Enhanced Income Short Maturity ETF (BUXX) stake by 1.1% in Q3 2026, selling an estimated $4.04K and leaving 18,646 shares worth $376K. The position accounts for ﹤0.01% of the portfolio, ranked #2466.

CAPTRUST Financial Advisors first reported a position in BUXX in Q3 2024 and has held it in 9 quarters since. The position peaked at $381K in Q2 2026. 51 funds tracked by Wall St. Rank hold BUXX as of Q3 2026.

  • CAPTRUST Financial Advisors held 18,646 shares of Strive Enhanced Income Short Maturity ETF worth $376K as of Q3 2026.
  • CAPTRUST Financial Advisors sold 200 Strive Enhanced Income Short Maturity ETF shares in Q3 2026, an estimated $4.04K.
  • Strive Enhanced Income Short Maturity ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #2466 holding.
  • CAPTRUST Financial Advisors first reported a position in Strive Enhanced Income Short Maturity ETF in Q3 2024 and has held it in 9 quarters since.
  • CAPTRUST Financial Advisors's Strive Enhanced Income Short Maturity ETF position peaked at $381K in Q2 2026.
  • 51 funds tracked by Wall St. Rank held Strive Enhanced Income Short Maturity ETF as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.