Primoris Wealth Advisors’s Strive Enhanced Income Short Maturity ETF BUXX Stock Holding History

Primoris Wealth 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
2026 Q2	$1.28M	Buy	+63,301	New	+$1.28M	0.58%	45

Other funds holding BUXX

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

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

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

Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return

Primoris Wealth Advisors's BUXX Position: Q2 2026 in Review

Primoris Wealth Advisors opened a new position in Strive Enhanced Income Short Maturity ETF (BUXX) in Q2 2026: 63,301 shares worth $1.28M. The stake represents 0.58% of the portfolio and ranks #45 among its holdings.

67 funds tracked by Wall St. Rank hold BUXX as of Q2 2026.

Primoris Wealth Advisors held 63,301 shares of Strive Enhanced Income Short Maturity ETF worth $1.28M as of Q2 2026.
Strive Enhanced Income Short Maturity ETF was a new Primoris Wealth Advisors position in Q2 2026.
Strive Enhanced Income Short Maturity ETF made up 0.58% of Primoris Wealth Advisors's portfolio in Q2 2026, its #45 holding.
67 funds tracked by Wall St. Rank held Strive Enhanced Income Short Maturity ETF as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.