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ACAS LLC’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

ACAS 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
2025
Q2 		$9.02M Buy
79,686
+11,502
+17% +$1.29M 6.05% 3
2025
Q1 		$7.63M Buy
68,184
+43,714
+179% +$4.85M 5.81% 5
2024
Q4 		$2.71M Buy
+24,470
New +$2.68M 2.01% 14

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
BCG
Bravias Capital Group Iselin, New Jersey $168M AUM 24.02% 1-Year Est. Return
PPC
Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return

ACAS LLC's BOXX Position: Q2 2025 in Review

ACAS LLC increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 17% in Q2 2025, buying an estimated $1.29M and bringing the position to 79,686 shares worth $9.02M. The position accounts for 6.05% of the portfolio, ranked #3.

ACAS LLC first reported a position in BOXX in Q4 2024 and has held it in 3 quarters since. 243 funds tracked by Wall St. Rank hold BOXX as of Q2 2025.

  • ACAS LLC held 79,686 shares of Alpha Architect 1-3 Month Box ETF worth $9.02M as of Q2 2025.
  • ACAS LLC bought 11,502 Alpha Architect 1-3 Month Box ETF shares in Q2 2025, an estimated $1.29M.
  • Alpha Architect 1-3 Month Box ETF made up 6.05% of ACAS LLC's portfolio in Q2 2025, its #3 holding.
  • ACAS LLC first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2024 and has held it in 3 quarters since.
  • 243 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2025.

Based on ACAS LLC's 13F filing for Q2 2025, filed 14 Aug 2025.