Cerity Partners
BUXX icon

Cerity Partners’s Strive Enhanced Income Short Maturity ETF BUXX Stock Holding History

Cerity Partners’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
2025
Q1 		– Sell
-11,940
Closed -$242K – 2493
2024
Q4 		$242K Hold
11,940
– – ﹤0.01% 2140
2024
Q3 		$242K Hold
11,940
– – ﹤0.01% 2206
2024
Q2 		$242K Hold
11,940
– – ﹤0.01% 1927
2024
Q1 		$241K Sell
11,940
-992
-8% -$20.1K ﹤0.01% 1994
2023
Q4 		$261K Buy
+12,932
New +$261K ﹤0.01% 1595

Other funds holding BUXX

ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
CWM
Copia Wealth Management Bend, Oregon $146M AUM 20.84% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Cerity Partners's BUXX Position: Q1 2025 in Review

Cerity Partners sold out of Strive Enhanced Income Short Maturity ETF (BUXX) in Q1 2025, closing a stake of 11,940 shares — an estimated $242K sold.

Cerity Partners first reported a position in BUXX in Q4 2023 and held it in 5 quarters. The position peaked at $261K in Q4 2023. 48 funds tracked by Wall St. Rank hold BUXX as of Q1 2025.

  • Cerity Partners reported no remaining Strive Enhanced Income Short Maturity ETF position as of Q1 2025 after selling out during the quarter.
  • Cerity Partners sold 11,940 Strive Enhanced Income Short Maturity ETF shares in Q1 2025, an estimated $242K.
  • Cerity Partners first reported a position in Strive Enhanced Income Short Maturity ETF in Q4 2023 and held it in 5 quarters.
  • Cerity Partners's Strive Enhanced Income Short Maturity ETF position peaked at $261K in Q4 2023.
  • 48 funds tracked by Wall St. Rank held Strive Enhanced Income Short Maturity ETF as of Q1 2025.

Based on Cerity Partners's 13F filing for Q1 2025, filed 30 Apr 2025.