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Mount Yale Investment Advisors’s Strive Enhanced Income Short Maturity ETF BUXX Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-268
Closed -$5.45K – 800
2025
Q2 		$5.45K Buy
+268
New +$5.45K ﹤0.01% 1227

Other funds holding BUXX

ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CWM
Copia Wealth Management Bend, Oregon $146M AUM 20.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Mount Yale Investment Advisors's BUXX Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Strive Enhanced Income Short Maturity ETF (BUXX) in Q3 2025, closing a stake of 268 shares — an estimated $5.45K sold.

Mount Yale Investment Advisors first reported a position in BUXX in Q2 2025 and held it in 1 quarter. The position peaked at $5.45K in Q2 2025. 56 funds tracked by Wall St. Rank hold BUXX as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Strive Enhanced Income Short Maturity ETF position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 268 Strive Enhanced Income Short Maturity ETF shares in Q3 2025, an estimated $5.45K.
  • Mount Yale Investment Advisors first reported a position in Strive Enhanced Income Short Maturity ETF in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Strive Enhanced Income Short Maturity ETF position peaked at $5.45K in Q2 2025.
  • 56 funds tracked by Wall St. Rank held Strive Enhanced Income Short Maturity ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.