SW
BUXX icon

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
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

RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return
ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CWM
Copia Wealth Management Bend, Oregon $146M AUM 20.84% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return

Simplicity Wealth's BUXX Position: Q1 2026 in Review

Simplicity Wealth increased its Strive Enhanced Income Short Maturity ETF (BUXX) stake by 15% in Q1 2026, buying an estimated $64.9K and bringing the position to 24,700 shares worth $500K. The position accounts for 0.03% of the portfolio, ranked #451.

Simplicity Wealth first reported a position in BUXX in Q1 2025 and has held it in 4 quarters since. 67 funds tracked by Wall St. Rank hold BUXX as of Q1 2026.

  • Simplicity Wealth held 24,700 shares of Strive Enhanced Income Short Maturity ETF worth $500K as of Q1 2026.
  • Simplicity Wealth bought 3,200 Strive Enhanced Income Short Maturity ETF shares in Q1 2026, an estimated $64.9K.
  • Strive Enhanced Income Short Maturity ETF made up 0.03% of Simplicity Wealth's portfolio in Q1 2026, its #451 holding.
  • Simplicity Wealth first reported a position in Strive Enhanced Income Short Maturity ETF in Q1 2025 and has held it in 4 quarters since.
  • 67 funds tracked by Wall St. Rank held Strive Enhanced Income Short Maturity ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.