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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$478K Sell
23,500
-1,500
-6% -$30.5K 0.18% 84
2025
Q1
$508K Buy
25,000
+6,500
+35% +$132K 0.22% 72
2024
Q4
$375K Buy
+18,500
New +$375K 0.16% 91