Superior Planning, LLC’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Superior Planning, LLC’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 Q3	$713K	Buy	+6,020	New	+$709K	0.3%	77

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Almanack Investment Partners Wayne, Pennsylvania $833M AUM 25.48% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Opus Capital Group Cincinnati, Ohio $1.02B AUM 13.75% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Superior Planning, LLC's BOXX Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Alpha Architect 1-3 Month Box ETF (BOXX) in Q3 2026: 6,020 shares worth $713K. The stake represents 0.3% of the portfolio and ranks #77 among its holdings.

301 funds tracked by Wall St. Rank hold BOXX as of Q3 2026.

Superior Planning, LLC held 6,020 shares of Alpha Architect 1-3 Month Box ETF worth $713K as of Q3 2026.
Alpha Architect 1-3 Month Box ETF was a new Superior Planning, LLC position in Q3 2026.
Alpha Architect 1-3 Month Box ETF made up 0.3% of Superior Planning, LLC's portfolio in Q3 2026, its #77 holding.
301 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.