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

Fiscal Wisdom 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 		$1.09M Sell
54,091
-6,437
-11% -$130K 0.93% 20
2026
Q1 		$1.23M Buy
60,528
+34,354
+131% +$697K 1.18% 14
2025
Q4 		$530K Sell
26,174
-7,443
-22% -$151K 0.5% 33
2025
Q3 		$683K Buy
+33,617
New +$684K 0.65% 26

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

Fiscal Wisdom Wealth Management's BUXX Position: Q2 2026 in Review

Fiscal Wisdom Wealth Management reduced its Strive Enhanced Income Short Maturity ETF (BUXX) stake by 11% in Q2 2026, selling an estimated $130K and leaving 54,091 shares worth $1.09M. The position accounts for 0.93% of the portfolio, ranked #20.

Fiscal Wisdom Wealth Management first reported a position in BUXX in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.23M in Q1 2026. 67 funds tracked by Wall St. Rank hold BUXX as of Q2 2026.

  • Fiscal Wisdom Wealth Management held 54,091 shares of Strive Enhanced Income Short Maturity ETF worth $1.09M as of Q2 2026.
  • Fiscal Wisdom Wealth Management sold 6,437 Strive Enhanced Income Short Maturity ETF shares in Q2 2026, an estimated $130K.
  • Strive Enhanced Income Short Maturity ETF made up 0.93% of Fiscal Wisdom Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Fiscal Wisdom Wealth Management first reported a position in Strive Enhanced Income Short Maturity ETF in Q3 2025 and has held it in 4 quarters since.
  • Fiscal Wisdom Wealth Management's Strive Enhanced Income Short Maturity ETF position peaked at $1.23M in Q1 2026.
  • 67 funds tracked by Wall St. Rank held Strive Enhanced Income Short Maturity ETF as of Q2 2026.

Based on Fiscal Wisdom Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.