Holistic Planning’s Strive Enhanced Income Short Maturity ETF BUXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.1M | Buy |
987,926
+172,047
| +21% | +$3.5M | 5.75% | 2 |
|
|
2025
Q1 | $16.6M | Buy |
815,879
+247,271
| +43% | +$5.02M | 5.61% | 4 |
|
|
2024
Q4 | $11.5M | Buy |
568,608
+288,736
| +103% | +$5.86M | 4.18% | 5 |
|
|
2024
Q3 | $5.68M | Buy |
279,872
+71,465
| +34% | +$1.45M | 2.4% | 6 |
|
|
2024
Q2 | $4.21M | Hold |
208,407
| – | – | 3.24% | 5 |
|
|
2024
Q1 | $4.21M | Buy |
208,407
+51,046
| +32% | +$1.03M | 3.22% | 5 |
|
|
2023
Q4 | $3.18M | Buy |
+157,361
| New | +$3.18M | 2.68% | 5 |
|