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Able Wealth Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Able Wealth Management’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 		$8.33M Sell
71,163
-6,505
-8% -$759K 1.91% 12
2026
Q1 		$9.03M Buy
77,668
+34,158
+79% +$3.95M 2.41% 9
2025
Q4 		$5.01M Buy
43,510
+21,695
+99% +$2.48M 1.58% 21
2025
Q3 		$2.48M Buy
21,815
+6,107
+39% +$692K 0.93% 31
2025
Q2 		$1.77M Buy
15,708
+7,799
+99% +$874K 0.89% 32
2025
Q1 		$882K Buy
+7,909
New +$877K 0.52% 46

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Able Wealth Management's BOXX Position: Q2 2026 in Review

Able Wealth Management reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 8.4% in Q2 2026, selling an estimated $759K and leaving 71,163 shares worth $8.33M. The position accounts for 1.91% of the portfolio, ranked #12.

Able Wealth Management first reported a position in BOXX in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.03M in Q1 2026. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Able Wealth Management held 71,163 shares of Alpha Architect 1-3 Month Box ETF worth $8.33M as of Q2 2026.
  • Able Wealth Management sold 6,505 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $759K.
  • Alpha Architect 1-3 Month Box ETF made up 1.91% of Able Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Able Wealth Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2025 and has held it in 6 quarters since.
  • Able Wealth Management's Alpha Architect 1-3 Month Box ETF position peaked at $9.03M in Q1 2026.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.