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
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 $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

CAPTRUST Financial Advisors's BUXX Position: Q1 2026 in Review

CAPTRUST Financial Advisors held its Strive Enhanced Income Short Maturity ETF (BUXX) position steady in Q1 2026 at 16,346 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #2321.

CAPTRUST Financial Advisors first reported a position in BUXX in Q3 2024 and has held it in 7 quarters since. The position peaked at $381K in Q2 2025. 67 funds tracked by Wall St. Rank hold BUXX as of Q1 2026.

  • CAPTRUST Financial Advisors held 16,346 shares of Strive Enhanced Income Short Maturity ETF worth $331K as of Q1 2026.
  • CAPTRUST Financial Advisors left its Strive Enhanced Income Short Maturity ETF share count unchanged in Q1 2026.
  • Strive Enhanced Income Short Maturity ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2321 holding.
  • CAPTRUST Financial Advisors first reported a position in Strive Enhanced Income Short Maturity ETF in Q3 2024 and has held it in 7 quarters since.
  • CAPTRUST Financial Advisors's Strive Enhanced Income Short Maturity ETF position peaked at $381K in Q2 2025.
  • 67 funds tracked by Wall St. Rank held Strive Enhanced Income Short Maturity ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.