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

Simplicity Wealth’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	$548K	Buy	27,176 +2,476	+10%	+$50.1K	0.02%	635
2026 Q2	$500K	Hold	24,700	–	–	0.02%	638
2026 Q1	$500K	Buy	24,700 +3,200	+15%	+$64.9K	0.03%	451
2025 Q4	$435K	Hold	21,500	–	–	0.03%	468
2025 Q3	$436K	Buy	+21,500	New	+$438K	0.03%	476
2025 Q2	–	Sell	-10,900	Closed	-$221K	–	597
2025 Q1	$221K	Buy	+10,900	New	+$222K	0.02%	503

Other funds holding BUXX

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

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

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

Haven Private Orlando, Florida $253M AUM 14.52% 1-Year Est. Return

Convergence Financial Columbia, Missouri $714M AUM 18.32% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Simplicity Wealth's BUXX Position: Q3 2026 in Review

Simplicity Wealth increased its Strive Enhanced Income Short Maturity ETF (BUXX) stake by 10% in Q3 2026, buying an estimated $50.1K and bringing the position to 27,176 shares worth $548K. The position accounts for 0.02% of the portfolio, ranked #635.

Simplicity Wealth first reported a position in BUXX in Q1 2025 and has held it in 6 quarters since. 28 funds tracked by Wall St. Rank hold BUXX as of Q3 2026.

Simplicity Wealth held 27,176 shares of Strive Enhanced Income Short Maturity ETF worth $548K as of Q3 2026.
Simplicity Wealth bought 2,476 Strive Enhanced Income Short Maturity ETF shares in Q3 2026, an estimated $50.1K.
Strive Enhanced Income Short Maturity ETF made up 0.02% of Simplicity Wealth's portfolio in Q3 2026, its #635 holding.
Simplicity Wealth first reported a position in Strive Enhanced Income Short Maturity ETF in Q1 2025 and has held it in 6 quarters since.
28 funds tracked by Wall St. Rank held Strive Enhanced Income Short Maturity ETF as of Q3 2026.

Based on Simplicity Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.