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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
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

RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Jones Financial Companies
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
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return
MML Investors Services
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
HP
Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return

Simplicity Wealth's BUXX Position: Q2 2026 in Review

Simplicity Wealth held its Strive Enhanced Income Short Maturity ETF (BUXX) position steady in Q2 2026 at 24,700 shares worth $500K. The position accounts for 0.02% of the portfolio, ranked #638.

Simplicity Wealth first reported a position in BUXX in Q1 2025 and has held it in 5 quarters since. The position peaked at $500K in Q1 2026. 66 funds tracked by Wall St. Rank hold BUXX as of Q2 2026.

  • Simplicity Wealth held 24,700 shares of Strive Enhanced Income Short Maturity ETF worth $500K as of Q2 2026.
  • Simplicity Wealth left its Strive Enhanced Income Short Maturity ETF share count unchanged in Q2 2026.
  • Strive Enhanced Income Short Maturity ETF made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #638 holding.
  • Simplicity Wealth first reported a position in Strive Enhanced Income Short Maturity ETF in Q1 2025 and has held it in 5 quarters since.
  • Simplicity Wealth's Strive Enhanced Income Short Maturity ETF position peaked at $500K in Q1 2026.
  • 66 funds tracked by Wall St. Rank held Strive Enhanced Income Short Maturity ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.