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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
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 $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

Summit Financial's BUXX Position: Q1 2026 in Review

Summit Financial reduced its Strive Enhanced Income Short Maturity ETF (BUXX) stake by 62% in Q1 2026, selling an estimated $1.21M and leaving 36,546 shares worth $740K. The position accounts for 0.01% of the portfolio, ranked #882.

Summit Financial first reported a position in BUXX in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.95M in Q4 2025. 67 funds tracked by Wall St. Rank hold BUXX as of Q1 2026.

  • Summit Financial held 36,546 shares of Strive Enhanced Income Short Maturity ETF worth $740K as of Q1 2026.
  • Summit Financial sold 59,720 Strive Enhanced Income Short Maturity ETF shares in Q1 2026, an estimated $1.21M.
  • Strive Enhanced Income Short Maturity ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #882 holding.
  • Summit Financial first reported a position in Strive Enhanced Income Short Maturity ETF in Q4 2025 and has held it in 2 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 Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.