Carson Wealth (CWM LLC)’s Strive Enhanced Income Short Maturity ETF BUXX Stock Holding History

Carson Wealth (CWM LLC)’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	$74.8K	Sell	3,694 -6,436	-64%	-$131K	﹤0.01%	3501
2025 Q4	$205K	Buy	10,130 +2,329	+30%	+$47.3K	﹤0.01%	2557
2025 Q3	$158K	Buy	7,801 +4,249	+120%	+$86.5K	﹤0.01%	2622
2025 Q2	$72K	Hold	3,552	–	–	﹤0.01%	2987
2025 Q1	$72K	Hold	3,552	–	–	﹤0.01%	2679
2024 Q4	$72K	Hold	3,552	–	–	﹤0.01%	2503
2024 Q3	$72K	Hold	3,552	–	–	﹤0.01%	2411
2024 Q2	$72K	Hold	3,552	–	–	﹤0.01%	2208
2024 Q1	$72K	Hold	3,552	–	–	﹤0.01%	2075
2023 Q4	$72K	Buy	+3,552	New	+$71.6K	﹤0.01%	1957

Other funds holding BUXX

Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return

McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return

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 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

Carson Wealth (CWM LLC)'s BUXX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Strive Enhanced Income Short Maturity ETF (BUXX) stake by 64% in Q1 2026, selling an estimated $131K and leaving 3,694 shares worth $74.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3501.

Carson Wealth (CWM LLC) first reported a position in BUXX in Q4 2023 and has held it in 10 quarters since. The position peaked at $205K in Q4 2025. 67 funds tracked by Wall St. Rank hold BUXX as of Q1 2026.

Carson Wealth (CWM LLC) held 3,694 shares of Strive Enhanced Income Short Maturity ETF worth $74.8K as of Q1 2026.
Carson Wealth (CWM LLC) sold 6,436 Strive Enhanced Income Short Maturity ETF shares in Q1 2026, an estimated $131K.
Strive Enhanced Income Short Maturity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3501 holding.
Carson Wealth (CWM LLC) first reported a position in Strive Enhanced Income Short Maturity ETF in Q4 2023 and has held it in 10 quarters since.
Carson Wealth (CWM LLC)'s Strive Enhanced Income Short Maturity ETF position peaked at $205K in Q4 2025.
67 funds tracked by Wall St. Rank held Strive Enhanced Income Short Maturity ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.