Copia Wealth Management STRIVE ENHANCED INCOME SHORT MATURITY ETF Transaction History

Copia Wealth Management

  • $135 Billion
  • Q3 2025
Number of Shares
357,011
Previous 329,106 8.48%
Holding current value
$7.24 Billion
Previous $6.69 Billion 8.27%
% of portfolio
5.38%
Previous 5.64%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
N/A
27,905 Added 8.48%
357,011 $7.24 Billion
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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