LMKC
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L.M. Kohn & Company’s Strive Enhanced Income Short Maturity ETF BUXX Stock Holding History

L.M. Kohn & Company’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
2025
Q3 		– Sell
-99,649
Closed -$2.02M – 148
2025
Q2 		$2.02M Buy
99,649
+45,160
+83% +$918K 0.55% 31
2025
Q1 		$1.11M Sell
54,489
-95,684
-64% -$1.95M 0.29% 64
2024
Q4 		$3.05M Buy
+150,173
New +$3.05M 0.79% 21

Other funds holding BUXX

ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
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
CWM
Copia Wealth Management Bend, Oregon $166M AUM 22.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

L.M. Kohn & Company's BUXX Position: Q3 2025 in Review

L.M. Kohn & Company sold out of Strive Enhanced Income Short Maturity ETF (BUXX) in Q3 2025, closing a stake of 99,649 shares — an estimated $2.02M sold.

L.M. Kohn & Company first reported a position in BUXX in Q4 2024 and held it in 3 quarters. The position peaked at $3.05M in Q4 2024. 56 funds tracked by Wall St. Rank hold BUXX as of Q3 2025.

  • L.M. Kohn & Company reported no remaining Strive Enhanced Income Short Maturity ETF position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 99,649 Strive Enhanced Income Short Maturity ETF shares in Q3 2025, an estimated $2.02M.
  • L.M. Kohn & Company first reported a position in Strive Enhanced Income Short Maturity ETF in Q4 2024 and held it in 3 quarters.
  • L.M. Kohn & Company's Strive Enhanced Income Short Maturity ETF position peaked at $3.05M in Q4 2024.
  • 56 funds tracked by Wall St. Rank held Strive Enhanced Income Short Maturity ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.