AE Wealth Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

AE 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 Q2	$136K	Sell	1,159 -245	-17%	-$28.6K	﹤0.01%	1828
2026 Q1	$163K	Buy	1,404 +1,249	+806%	+$144K	﹤0.01%	1653
2025 Q4	$17.8K	Hold	155	–	–	﹤0.01%	2050
2025 Q3	$17.6K	Sell	155 -27	-15%	-$3.06K	﹤0.01%	1917
2025 Q2	$20.5K	Hold	182	–	–	﹤0.01%	1757
2025 Q1	$20.3K	Hold	182	–	–	﹤0.01%	1739
2024 Q4	$20.1K	Buy	+182	New	+$19.9K	﹤0.01%	1737
2024 Q1	–	Sell	-5,229	Closed	-$552K	–	1247
2023 Q4	$552K	Buy	5,229 +2,865	+121%	+$299K	﹤0.01%	1385
2023 Q3	$245K	Buy	+2,364	New	+$244K	﹤0.01%	1696

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

AE Wealth Management's BOXX Position: Q2 2026 in Review

AE Wealth Management reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 17% in Q2 2026, selling an estimated $28.6K and leaving 1,159 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #1828.

AE Wealth Management first reported a position in BOXX in Q3 2023 and has held it in 9 quarters since. The position peaked at $552K in Q4 2023. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

AE Wealth Management held 1,159 shares of Alpha Architect 1-3 Month Box ETF worth $136K as of Q2 2026.
AE Wealth Management sold 245 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $28.6K.
Alpha Architect 1-3 Month Box ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1828 holding.
AE Wealth Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2023 and has held it in 9 quarters since.
AE Wealth Management's Alpha Architect 1-3 Month Box ETF position peaked at $552K in Q4 2023.
373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.