ADAR1 Capital Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

ADAR1 Capital 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 Q1	$39.2M	Hold	337,125	–	–	2.36%	9
2025 Q4	$38.8M	Hold	337,125	–	–	2.9%	6
2025 Q3	$38.4M	Hold	337,125	–	–	3.8%	5
2025 Q2	$38M	Hold	337,125	–	–	6.17%	3
2025 Q1	$37.6M	Buy	337,125 +11,675	+4%	+$1.3M	7.23%	2
2024 Q4	$35.9M	Buy	325,450 +2,068	+0.6%	+$227K	7.4%	3
2024 Q3	$35.2M	Sell	323,382 -28,100	-8%	-$3.04M	5.91%	4
2024 Q2	$37.9M	Buy	351,482 +33,362	+10%	+$3.57M	7.63%	4
2024 Q1	$33.9M	Buy	+318,120	New	+$33.7M	9.25%	2

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True Wealth Design Akron, Ohio $360M AUM 18.28% 1-Year Est. Return

Cambridge Investment Research Advisors

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Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return

Client First Investment Management West Bend, Wisconsin $237M AUM 90.27% 1-Year Est. Return

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return