BUXX β€” EA SERIES TRUST

Ownership history in WT Wealth Management  Β·  5 quarters on record

AI Ownership Summary

WT Wealth Management reported EA SERIES TRUST (BUXX) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.63% in 2024 Q3. The latest visible filing shows BUXX at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BUXX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WT Wealth Management's position in EA SERIES TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

BUXX was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.63% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WT Wealth Management held BUXX β€” position size vs. price
% of Fund (quarterly)    BUXX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 17,622 -12,827 -42.1% 0.10% $357K 2025-10-22 $19.94
2025 Q2 REDUCED 30,449 -5,580 -15.5% 0.18% $619K 2025-09-10 $19.89
2025 Q1 ADDED 36,029 +1,761 +5.1% 0.24% $732K 2025-05-06 $19.50
2024 Q4 REDUCED 34,268 -53,674 -61.0% 0.22% $695K 2025-02-05 $19.29
2024 Q3 INITIATED 87,942 β€” β€” 0.63% $1.8M 2024-10-21 $19.00

FAQ About WT Wealth Management and BUXX

These are the practical questions this page is built to answer before you even open the full history table.

How long has WT Wealth Management reported owning BUXX?

WT Wealth Management reported BUXX across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported BUXX position in WT Wealth Management's portfolio?

The largest reported portfolio weight for BUXX was 0.63% in 2024 Q3.

What is the latest reported BUXX position on this page?

The most recent filing on this page is 2025 Q3, when WT Wealth Management reported 17,622 shares, equal to 0.10% of portfolio, with an estimated market value of $357K.

What does the chart on this BUXX ownership page compare?

The chart compares WT Wealth Management's quarterly BUXX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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