NWAM LLC
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NWAM LLC’s Strive Enhanced Income Short Maturity ETF BUXX Stock Holding History

NWAM LLC’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
Q3 		$3.05M Buy
151,429
+10,154
+7% +$205K 0.15% 148
2026
Q2 		$2.86M Buy
+141,275
New +$2.86M 0.14% 159

Other funds holding BUXX

Rockport Wealth
Rockport Wealth Fairview Park, Ohio $571M AUM 17.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Holistic Planning
Holistic Planning Nacogdoches, Texas $718M AUM 13.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Copia Wealth Management
Copia Wealth Management Bend, Oregon $175M AUM 14.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return
OxenFree Capital
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 16.66% 1-Year Est. Return

NWAM LLC's BUXX Position: Q3 2026 in Review

NWAM LLC increased its Strive Enhanced Income Short Maturity ETF (BUXX) stake by 7.2% in Q3 2026, buying an estimated $205K and bringing the position to 151,429 shares worth $3.05M. The position accounts for 0.15% of the portfolio, ranked #148.

NWAM LLC first reported a position in BUXX in Q2 2026 and has held it in 2 quarters since. 62 funds tracked by Wall St. Rank hold BUXX as of Q3 2026.

  • NWAM LLC held 151,429 shares of Strive Enhanced Income Short Maturity ETF worth $3.05M as of Q3 2026.
  • NWAM LLC bought 10,154 Strive Enhanced Income Short Maturity ETF shares in Q3 2026, an estimated $205K.
  • Strive Enhanced Income Short Maturity ETF made up 0.15% of NWAM LLC's portfolio in Q3 2026, its #148 holding.
  • NWAM LLC first reported a position in Strive Enhanced Income Short Maturity ETF in Q2 2026 and has held it in 2 quarters since.
  • 62 funds tracked by Wall St. Rank held Strive Enhanced Income Short Maturity ETF as of Q3 2026.

Based on NWAM LLC's 13F filing for Q3 2026, filed 9 Nov 2026.