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Adero Partners’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Adero Partners’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
Q1 		$1.06M Buy
9,466
+46
+0.5% +$5.1K 0.07% 87
2024
Q4 		$1.04M Hold
9,420
– – 0.07% 83
2024
Q3 		$1.03M Hold
9,420
– – 0.07% 78
2024
Q2 		$1.02M Hold
9,420
– – 0.07% 76
2024
Q1 		$1M Buy
+9,420
New +$997K 0.08% 79

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BCG
Bravias Capital Group Iselin, New Jersey $168M AUM 24.02% 1-Year Est. Return

Adero Partners's BOXX Position: Q1 2025 in Review

Adero Partners increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 0.49% in Q1 2025, buying an estimated $5.1K and bringing the position to 9,466 shares worth $1.06M. The position accounts for 0.07% of the portfolio, ranked #87.

Adero Partners first reported a position in BOXX in Q1 2024 and has held it in 5 quarters since. 226 funds tracked by Wall St. Rank hold BOXX as of Q1 2025.

  • Adero Partners held 9,466 shares of Alpha Architect 1-3 Month Box ETF worth $1.06M as of Q1 2025.
  • Adero Partners bought 46 Alpha Architect 1-3 Month Box ETF shares in Q1 2025, an estimated $5.1K.
  • Alpha Architect 1-3 Month Box ETF made up 0.07% of Adero Partners's portfolio in Q1 2025, its #87 holding.
  • Adero Partners first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 5 quarters since.
  • 226 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.