Allworth Financial’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Allworth Financial’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	$149K	Sell	1,275 -375	-23%	-$43.8K	﹤0.01%	1694
2026 Q1	$192K	Hold	1,650	–	–	﹤0.01%	1437
2025 Q4	$190K	Buy	1,650 +75	+5%	+$8.58K	﹤0.01%	1365
2025 Q3	$179K	Hold	1,575	–	–	﹤0.01%	1359
2025 Q2	$177K	Buy	1,575 +1,000	+174%	+$112K	﹤0.01%	1237
2025 Q1	$64.3K	Hold	575	–	–	﹤0.01%	1440
2024 Q4	$63.6K	Sell	575 -375	-39%	-$41.1K	﹤0.01%	1457
2024 Q3	$103K	Hold	950	–	–	﹤0.01%	1074
2024 Q2	$103K	Buy	+950	New	+$102K	﹤0.01%	1065

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

Allworth Financial's BOXX Position: Q2 2026 in Review

Allworth Financial reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 23% in Q2 2026, selling an estimated $43.8K and leaving 1,275 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #1694.

Allworth Financial first reported a position in BOXX in Q2 2024 and has held it in 9 quarters since. The position peaked at $192K in Q1 2026. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Allworth Financial held 1,275 shares of Alpha Architect 1-3 Month Box ETF worth $149K as of Q2 2026.
Allworth Financial sold 375 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $43.8K.
Alpha Architect 1-3 Month Box ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1694 holding.
Allworth Financial first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2024 and has held it in 9 quarters since.
Allworth Financial's Alpha Architect 1-3 Month Box ETF position peaked at $192K in Q1 2026.
372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.