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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
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 $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 $501M AUM 14.52% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 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
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return