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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
Q2 		$23.3M Buy
1,152,858
+101,750
+10% +$2.06M 3.63% 3
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

RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Holistic Planning's BUXX Position: Q2 2026 in Review

Holistic Planning increased its Strive Enhanced Income Short Maturity ETF (BUXX) stake by 9.7% in Q2 2026, buying an estimated $2.06M and bringing the position to 1,152,858 shares worth $23.3M. The position accounts for 3.63% of the portfolio, ranked #3.

Holistic Planning first reported a position in BUXX in Q4 2023 and has held it in 11 quarters since. 67 funds tracked by Wall St. Rank hold BUXX as of Q2 2026.

  • Holistic Planning held 1,152,858 shares of Strive Enhanced Income Short Maturity ETF worth $23.3M as of Q2 2026.
  • Holistic Planning bought 101,750 Strive Enhanced Income Short Maturity ETF shares in Q2 2026, an estimated $2.06M.
  • Strive Enhanced Income Short Maturity ETF made up 3.63% of Holistic Planning's portfolio in Q2 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 11 quarters since.
  • 67 funds tracked by Wall St. Rank held Strive Enhanced Income Short Maturity ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.