55 North Private Wealth’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

55 North Private Wealth’s Portfolio BOXX Stock Details BOXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$455K	Sell	3,884 -1,840	-32%	-$215K	0.09%	106
2026 Q1	$666K	Sell	5,724 -3,200	-36%	-$370K	0.17%	57
2025 Q4	$1.03M	Buy	+8,924	New	+$1.02M	0.27%	43

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PPC

Pennington Partners & Co Bethesda, Maryland $312M AUM 19.76% 1-Year Est. Return

ACM

ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

55 North Private Wealth's BOXX Position: Q2 2026 in Review

55 North Private Wealth reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 32% in Q2 2026, selling an estimated $215K and leaving 3,884 shares worth $455K. The position accounts for 0.09% of the portfolio, ranked #106.

55 North Private Wealth first reported a position in BOXX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.03M in Q4 2025. 371 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

55 North Private Wealth held 3,884 shares of Alpha Architect 1-3 Month Box ETF worth $455K as of Q2 2026.
55 North Private Wealth sold 1,840 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $215K.
Alpha Architect 1-3 Month Box ETF made up 0.09% of 55 North Private Wealth's portfolio in Q2 2026, its #106 holding.
55 North Private Wealth first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2025 and has held it in 3 quarters since.
55 North Private Wealth's Alpha Architect 1-3 Month Box ETF position peaked at $1.03M in Q4 2025.
371 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.