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 Q3	$8.65M	Buy	73,018 +1,855	+3%	+$219K	1.9%	12
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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 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

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Elevatus Welath Management Victor, New York $415M AUM 55.85% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return

Able Wealth Management's BOXX Position: Q3 2026 in Review

Able Wealth Management increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 2.6% in Q3 2026, buying an estimated $219K and bringing the position to 73,018 shares worth $8.65M. The position accounts for 1.9% of the portfolio, ranked #12.

Able Wealth Management first reported a position in BOXX in Q1 2025 and has held it in 7 quarters since. The position peaked at $9.03M in Q1 2026. 138 funds tracked by Wall St. Rank hold BOXX as of Q3 2026.

Able Wealth Management held 73,018 shares of Alpha Architect 1-3 Month Box ETF worth $8.65M as of Q3 2026.
Able Wealth Management bought 1,855 Alpha Architect 1-3 Month Box ETF shares in Q3 2026, an estimated $219K.
Alpha Architect 1-3 Month Box ETF made up 1.9% of Able Wealth Management's portfolio in Q3 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 7 quarters since.
Able Wealth Management's Alpha Architect 1-3 Month Box ETF position peaked at $9.03M in Q1 2026.
138 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.