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Allen Capital Group’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Allen Capital Group’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 		$15.9M Buy
135,833
+3,900
+3% +$455K 1.29% 19
2026
Q1 		$15.3M Buy
131,933
+28,300
+27% +$3.27M 1.37% 17
2025
Q4 		$11.9M Buy
103,633
+14,238
+16% +$1.63M 1.09% 27
2025
Q3 		$10.2M Buy
89,395
+18,430
+26% +$2.09M 0.96% 28
2025
Q2 		$8M Buy
70,965
+2,072
+3% +$232K 0.82% 33
2025
Q1 		$7.68M Buy
68,893
+9,417
+16% +$1.04M 0.87% 27
2024
Q4 		$6.56M Buy
59,476
+19,001
+47% +$2.08M 0.79% 34
2024
Q3 		$4.41M Sell
40,475
-1,741
-4% -$189K 0.55% 44
2024
Q2 		$4.55M Buy
42,216
+33,567
+388% +$3.6M 0.62% 42
2024
Q1 		$921K Sell
8,649
-375
-4% -$39.7K 0.13% 103
2023
Q4 		$949K Buy
+9,024
New +$942K 0.15% 94

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 $19B AUM 51.73% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HighTower Advisors
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
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Allen Capital Group's BOXX Position: Q2 2026 in Review

Allen Capital Group increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 3% in Q2 2026, buying an estimated $455K and bringing the position to 135,833 shares worth $15.9M. The position accounts for 1.29% of the portfolio, ranked #19.

Allen Capital Group first reported a position in BOXX in Q4 2023 and has held it in 11 quarters since. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Allen Capital Group held 135,833 shares of Alpha Architect 1-3 Month Box ETF worth $15.9M as of Q2 2026.
  • Allen Capital Group bought 3,900 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $455K.
  • Alpha Architect 1-3 Month Box ETF made up 1.29% of Allen Capital Group's portfolio in Q2 2026, its #19 holding.
  • Allen Capital Group first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2023 and has held it in 11 quarters since.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.