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Estate Planners Group’s Strive Enhanced Income Short Maturity ETF BUXX Stock Holding History

Estate Planners Group’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 		$339K Buy
16,772
+401
+2% +$8.12K 0.15% 52
2026
Q1 		$331K Sell
16,371
-125
-0.8% -$2.54K 0.16% 51
2025
Q4 		$334K Buy
+16,496
New +$335K 0.14% 47

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
CWM
Copia Wealth Management Bend, Oregon $166M AUM 22.14% 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

Estate Planners Group's BUXX Position: Q2 2026 in Review

Estate Planners Group increased its Strive Enhanced Income Short Maturity ETF (BUXX) stake by 2.4% in Q2 2026, buying an estimated $8.12K and bringing the position to 16,772 shares worth $339K. The position accounts for 0.15% of the portfolio, ranked #52.

Estate Planners Group first reported a position in BUXX in Q4 2025 and has held it in 3 quarters since. 67 funds tracked by Wall St. Rank hold BUXX as of Q2 2026.

  • Estate Planners Group held 16,772 shares of Strive Enhanced Income Short Maturity ETF worth $339K as of Q2 2026.
  • Estate Planners Group bought 401 Strive Enhanced Income Short Maturity ETF shares in Q2 2026, an estimated $8.12K.
  • Strive Enhanced Income Short Maturity ETF made up 0.15% of Estate Planners Group's portfolio in Q2 2026, its #52 holding.
  • Estate Planners Group first reported a position in Strive Enhanced Income Short Maturity ETF in Q4 2025 and has held it in 3 quarters since.
  • 67 funds tracked by Wall St. Rank held Strive Enhanced Income Short Maturity ETF as of Q2 2026.

Based on Estate Planners Group's 13F filing for Q2 2026, filed 13 Aug 2026.