Holistic Planning’s Strive Enhanced Income Short Maturity ETF BUXX Stock Holding History

Holistic Planning’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	$21.3M	Buy	1,051,108 +162,029	+18%	+$3.29M	4.24%	3
2025 Q4	$18M	Sell	889,079 -47,841	-5%	-$972K	3.84%	5
2025 Q3	$19M	Sell	936,920 -51,006	-5%	-$1.04M	4.99%	4
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%	+$5.03M	5.61%	4
2024 Q4	$11.5M	Buy	568,608 +288,736	+103%	+$5.87M	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	+$3.17M	2.68%	5

Other funds holding BUXX

Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return

McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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 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

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

Holistic Planning's BUXX Position: Q1 2026 in Review

Holistic Planning increased its Strive Enhanced Income Short Maturity ETF (BUXX) stake by 18% in Q1 2026, buying an estimated $3.29M and bringing the position to 1,051,108 shares worth $21.3M. The position accounts for 4.24% of the portfolio, ranked #3.

Holistic Planning first reported a position in BUXX in Q4 2023 and has held it in 10 quarters since. 67 funds tracked by Wall St. Rank hold BUXX as of Q1 2026.

Holistic Planning held 1,051,108 shares of Strive Enhanced Income Short Maturity ETF worth $21.3M as of Q1 2026.
Holistic Planning bought 162,029 Strive Enhanced Income Short Maturity ETF shares in Q1 2026, an estimated $3.29M.
Strive Enhanced Income Short Maturity ETF made up 4.24% of Holistic Planning's portfolio in Q1 2026, its #3 holding.
Holistic Planning first reported a position in Strive Enhanced Income Short Maturity ETF in Q4 2023 and has held it in 10 quarters since.
67 funds tracked by Wall St. Rank held Strive Enhanced Income Short Maturity ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.