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Copia Wealth Management’s Strive Enhanced Income Short Maturity ETF BUXX Stock Holding History

Copia Wealth Management’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 		$10.5M Buy
517,622
+42,054
+9% +$851K 6.29% 1
2026
Q1 		$9.63M Buy
475,568
+76,897
+19% +$1.56M 6.62% 1
2025
Q4 		$8.07M Buy
398,671
+41,660
+12% +$846K 5.77% 1
2025
Q3 		$7.24M Buy
357,011
+27,905
+8% +$568K 5.38% 1
2025
Q2 		$6.69M Buy
329,106
+65,571
+25% +$1.33M 5.64% 1
2025
Q1 		$5.35M Buy
263,535
+30,726
+13% +$625K 4.95% 3
2024
Q4 		$4.72M Buy
+232,809
New +$4.73M 4.49% 4

Other funds holding BUXX

RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
MML Investors Services
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
HP
Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Copia Wealth Management's BUXX Position: Q2 2026 in Review

Copia Wealth Management increased its Strive Enhanced Income Short Maturity ETF (BUXX) stake by 8.8% in Q2 2026, buying an estimated $851K and bringing the position to 517,622 shares worth $10.5M. The position accounts for 6.29% of the portfolio, ranked #1.

Copia Wealth Management first reported a position in BUXX in Q4 2024 and has held it in 7 quarters since. 67 funds tracked by Wall St. Rank hold BUXX as of Q2 2026.

  • Copia Wealth Management held 517,622 shares of Strive Enhanced Income Short Maturity ETF worth $10.5M as of Q2 2026.
  • Copia Wealth Management bought 42,054 Strive Enhanced Income Short Maturity ETF shares in Q2 2026, an estimated $851K.
  • Strive Enhanced Income Short Maturity ETF made up 6.29% of Copia Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Copia Wealth Management first reported a position in Strive Enhanced Income Short Maturity ETF in Q4 2024 and has held it in 7 quarters since.
  • 67 funds tracked by Wall St. Rank held Strive Enhanced Income Short Maturity ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.