Advisory Services Network’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Advisory Services Network’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	–	Sell	-19	Closed	-$2.21K	–	2479
2026 Q1	$2.21K	Buy	+19	New	+$2.2K	﹤0.01%	4112
2025 Q4	–	Sell	-13,448	Closed	-$1.53M	–	2112
2025 Q3	$1.53M	Sell	13,448 -86	-0.6%	-$9.74K	0.02%	694
2025 Q2	$1.53M	Sell	13,534 -55,641	-80%	-$6.24M	0.02%	653
2025 Q1	$7.71M	Buy	+69,175	New	+$7.67M	0.15%	149

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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 Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Advisory Services Network's BOXX Position: Q2 2026 in Review

Advisory Services Network sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q2 2026, closing a stake of 19 shares — an estimated $2.21K sold.

Advisory Services Network first reported a position in BOXX in Q1 2025 and held it in 4 quarters. The position peaked at $7.71M in Q1 2025. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Advisory Services Network reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 19 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $2.21K.
Advisory Services Network first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2025 and held it in 4 quarters.
Advisory Services Network's Alpha Architect 1-3 Month Box ETF position peaked at $7.71M in Q1 2025.
373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.