WealthSource Partners’s Strive Enhanced Income Short Maturity ETF BUXX Stock Holding History

WealthSource Partners’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
2023 Q4	$219K	Buy	+10,827	New	+$218K	0.01%	467

Other funds holding BUXX

McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return

TAM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

WealthSource Partners's BUXX Position: Q4 2023 in Review

WealthSource Partners opened a new position in Strive Enhanced Income Short Maturity ETF (BUXX) in Q4 2023: 10,827 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #467 among its holdings.

17 funds tracked by Wall St. Rank hold BUXX as of Q4 2023.

WealthSource Partners held 10,827 shares of Strive Enhanced Income Short Maturity ETF worth $219K as of Q4 2023.
Strive Enhanced Income Short Maturity ETF was a new WealthSource Partners position in Q4 2023.
Strive Enhanced Income Short Maturity ETF made up 0.01% of WealthSource Partners's portfolio in Q4 2023, its #467 holding.
17 funds tracked by Wall St. Rank held Strive Enhanced Income Short Maturity ETF as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.