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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
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 $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 $502M AUM 14.52% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CWM
Copia Wealth Management Bend, Oregon $146M AUM 20.84% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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

Estate Planners Group's BUXX Position: Q1 2026 in Review

Estate Planners Group reduced its Strive Enhanced Income Short Maturity ETF (BUXX) stake by 0.76% in Q1 2026, selling an estimated $2.54K and leaving 16,371 shares worth $331K. The position accounts for 0.16% of the portfolio, ranked #51.

Estate Planners Group first reported a position in BUXX in Q4 2025 and has held it in 2 quarters since. The position peaked at $334K in Q4 2025. 67 funds tracked by Wall St. Rank hold BUXX as of Q1 2026.

  • Estate Planners Group held 16,371 shares of Strive Enhanced Income Short Maturity ETF worth $331K as of Q1 2026.
  • Estate Planners Group sold 125 Strive Enhanced Income Short Maturity ETF shares in Q1 2026, an estimated $2.54K.
  • Strive Enhanced Income Short Maturity ETF made up 0.16% of Estate Planners Group's portfolio in Q1 2026, its #51 holding.
  • Estate Planners Group first reported a position in Strive Enhanced Income Short Maturity ETF in Q4 2025 and has held it in 2 quarters since.
  • Estate Planners Group's Strive Enhanced Income Short Maturity ETF position peaked at $334K in Q4 2025.
  • 67 funds tracked by Wall St. Rank held Strive Enhanced Income Short Maturity ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.