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

WMG Financial Advisors’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	$6.13M	Buy	302,685 +147,475	+95%	+$2.99M	2.31%	11
2026 Q1	$3.14M	Buy	155,210 +142,710	+1,142%	+$2.89M	1.31%	15
2025 Q4	$253K	Sell	12,500 -10,000	-44%	-$203K	0.1%	88
2025 Q3	$456K	Sell	22,500 -1,000	-4%	-$20.4K	0.15%	98
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	+$376K	0.16%	91

Other funds holding BUXX

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

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

Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return

FFA

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JWCA

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

TAM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BRWA

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

WMG Financial Advisors's BUXX Position: Q2 2026 in Review

WMG Financial Advisors increased its Strive Enhanced Income Short Maturity ETF (BUXX) stake by 95% in Q2 2026, buying an estimated $2.99M and bringing the position to 302,685 shares worth $6.13M. The position accounts for 2.31% of the portfolio, ranked #11.

WMG Financial Advisors first reported a position in BUXX in Q4 2024 and has held it in 7 quarters since. 27 funds tracked by Wall St. Rank hold BUXX as of Q2 2026.

WMG Financial Advisors held 302,685 shares of Strive Enhanced Income Short Maturity ETF worth $6.13M as of Q2 2026.
WMG Financial Advisors bought 147,475 Strive Enhanced Income Short Maturity ETF shares in Q2 2026, an estimated $2.99M.
Strive Enhanced Income Short Maturity ETF made up 2.31% of WMG Financial Advisors's portfolio in Q2 2026, its #11 holding.
WMG Financial Advisors first reported a position in Strive Enhanced Income Short Maturity ETF in Q4 2024 and has held it in 7 quarters since.
27 funds tracked by Wall St. Rank held Strive Enhanced Income Short Maturity ETF as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.