FGA
BUXX icon

Fortis Group Advisors’s Strive Enhanced Income Short Maturity ETF BUXX Stock Holding History

Fortis Group Advisors’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
2024
Q4 		– Sell
-61,620
Closed -$1.25M – 504
2024
Q3 		$1.25M Buy
61,620
+44,405
+258% +$903K 0.23% 83
2024
Q2 		$348K Buy
+17,215
New +$349K 0.07% 142

Other funds holding BUXX

ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
CWM
Copia Wealth Management Bend, Oregon $146M AUM 20.84% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return

Fortis Group Advisors's BUXX Position: Q4 2024 in Review

Fortis Group Advisors sold out of Strive Enhanced Income Short Maturity ETF (BUXX) in Q4 2024, closing a stake of 61,620 shares — an estimated $1.25M sold.

Fortis Group Advisors first reported a position in BUXX in Q2 2024 and held it in 2 quarters. The position peaked at $1.25M in Q3 2024. 39 funds tracked by Wall St. Rank hold BUXX as of Q4 2024.

  • Fortis Group Advisors reported no remaining Strive Enhanced Income Short Maturity ETF position as of Q4 2024 after selling out during the quarter.
  • Fortis Group Advisors sold 61,620 Strive Enhanced Income Short Maturity ETF shares in Q4 2024, an estimated $1.25M.
  • Fortis Group Advisors first reported a position in Strive Enhanced Income Short Maturity ETF in Q2 2024 and held it in 2 quarters.
  • Fortis Group Advisors's Strive Enhanced Income Short Maturity ETF position peaked at $1.25M in Q3 2024.
  • 39 funds tracked by Wall St. Rank held Strive Enhanced Income Short Maturity ETF as of Q4 2024.

Based on Fortis Group Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.