AWM
BOXX icon

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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 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 $38.8B AUM 21.88% 1-Year Est. Return
PPC
Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
EFG
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
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return