Synergy Asset Management’s Strive Enhanced Income Short Maturity ETF BUXX Stock Holding History

Synergy Asset Management’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	$985K	Buy	+48,660	New	+$985K	0.09%	121

Other funds holding BUXX

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Fiscal Wisdom Wealth Management Canton, Connecticut $118M AUM 72.21% 1-Year Est. Return

Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

TCFG Investment Advisors Laguna Niguel, California $297M AUM

Synergy Asset Management's BUXX Position: Q2 2026 in Review

Synergy Asset Management opened a new position in Strive Enhanced Income Short Maturity ETF (BUXX) in Q2 2026: 48,660 shares worth $985K. The stake represents 0.09% of the portfolio and ranks #121 among its holdings.

19 funds tracked by Wall St. Rank hold BUXX as of Q2 2026.

Synergy Asset Management held 48,660 shares of Strive Enhanced Income Short Maturity ETF worth $985K as of Q2 2026.
Strive Enhanced Income Short Maturity ETF was a new Synergy Asset Management position in Q2 2026.
Strive Enhanced Income Short Maturity ETF made up 0.09% of Synergy Asset Management's portfolio in Q2 2026, its #121 holding.
19 funds tracked by Wall St. Rank held Strive Enhanced Income Short Maturity ETF as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.