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Summit Financial’s Strive Enhanced Income Short Maturity ETF BUXX Stock Holding History

Summit Financial’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 		$892K Buy
44,051
+7,505
+21% +$152K 0.01% 876
2026
Q1 		$740K Sell
36,546
-59,720
-62% -$1.21M 0.01% 882
2025
Q4 		$1.95M Buy
+96,266
New +$1.96M 0.03% 506

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

Summit Financial's BUXX Position: Q2 2026 in Review

Summit Financial increased its Strive Enhanced Income Short Maturity ETF (BUXX) stake by 21% in Q2 2026, buying an estimated $152K and bringing the position to 44,051 shares worth $892K. The position accounts for 0.01% of the portfolio, ranked #876.

Summit Financial first reported a position in BUXX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.95M in Q4 2025. 67 funds tracked by Wall St. Rank hold BUXX as of Q2 2026.

  • Summit Financial held 44,051 shares of Strive Enhanced Income Short Maturity ETF worth $892K as of Q2 2026.
  • Summit Financial bought 7,505 Strive Enhanced Income Short Maturity ETF shares in Q2 2026, an estimated $152K.
  • Strive Enhanced Income Short Maturity ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #876 holding.
  • Summit Financial first reported a position in Strive Enhanced Income Short Maturity ETF in Q4 2025 and has held it in 3 quarters since.
  • Summit Financial's Strive Enhanced Income Short Maturity ETF position peaked at $1.95M in Q4 2025.
  • 67 funds tracked by Wall St. Rank held Strive Enhanced Income Short Maturity ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.