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

Convergence Financial’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	$609K	Buy	+30,111	New	+$610K	0.05%	155

Other funds holding BUXX

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

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

Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return

Convergence Financial's BUXX Position: Q2 2026 in Review

Convergence Financial opened a new position in Strive Enhanced Income Short Maturity ETF (BUXX) in Q2 2026: 30,111 shares worth $609K. The stake represents 0.05% of the portfolio and ranks #155 among its holdings.

67 funds tracked by Wall St. Rank hold BUXX as of Q2 2026.

Convergence Financial held 30,111 shares of Strive Enhanced Income Short Maturity ETF worth $609K as of Q2 2026.
Strive Enhanced Income Short Maturity ETF was a new Convergence Financial position in Q2 2026.
Strive Enhanced Income Short Maturity ETF made up 0.05% of Convergence Financial's portfolio in Q2 2026, its #155 holding.
67 funds tracked by Wall St. Rank held Strive Enhanced Income Short Maturity ETF as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.