Copia Wealth Management STRIVE ENHANCED INCOME SHORT MATURITY ETF Transaction History

Copia Wealth Management

  • $119 Billion
  • Q2 2025
Number of Shares
329,106
Previous 263,535 24.88%
Holding current value
$6.69 Billion
Previous $5.35 Billion 24.94%
% of portfolio
5.64%
Previous 4.95%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
N/A
65,571 Added 24.88%
329,106 $6.69 Billion
Q1 2025

Apr 17, 2025
BUY
N/A
30,726 Added 13.2%
263,535 $5.35 Billion
Q4 2024

Mar 06, 2025
BUY
N/A
232,809 New
232,809 $4.72 Billion
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