Almanack Investment Partners’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Almanack Investment Partners’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	$1.46M	Buy	12,588 +5,505	+78%	+$637K	0.25%	44
2025 Q4	$815K	Sell	7,083 -1,816	-20%	-$208K	0.14%	74
2025 Q3	$1.01M	Sell	8,899 -151,626	-94%	-$17.2M	0.16%	74
2025 Q2	$18.1M	Buy	160,525 +149,596	+1,369%	+$16.8M	2.88%	10
2025 Q1	$1.22M	Buy	10,929 +3,610	+49%	+$400K	0.24%	46
2024 Q4	$807K	Buy	7,319 +1,596	+28%	+$175K	0.12%	88
2024 Q3	$623K	Sell	5,723 -3,046	-35%	-$330K	0.1%	99
2024 Q2	$945K	Buy	8,769 +5,051	+136%	+$541K	0.16%	78
2024 Q1	$396K	Buy	+3,718	New	+$393K	0.07%	117

Other funds holding BOXX

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

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

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 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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

Almanack Investment Partners's BOXX Position: Q1 2026 in Review

Almanack Investment Partners increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 78% in Q1 2026, buying an estimated $637K and bringing the position to 12,588 shares worth $1.46M. The position accounts for 0.25% of the portfolio, ranked #44.

Almanack Investment Partners first reported a position in BOXX in Q1 2024 and has held it in 9 quarters since. The position peaked at $18.1M in Q2 2025. 333 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

Almanack Investment Partners held 12,588 shares of Alpha Architect 1-3 Month Box ETF worth $1.46M as of Q1 2026.
Almanack Investment Partners bought 5,505 Alpha Architect 1-3 Month Box ETF shares in Q1 2026, an estimated $637K.
Alpha Architect 1-3 Month Box ETF made up 0.25% of Almanack Investment Partners's portfolio in Q1 2026, its #44 holding.
Almanack Investment Partners first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 9 quarters since.
Almanack Investment Partners's Alpha Architect 1-3 Month Box ETF position peaked at $18.1M in Q2 2025.
333 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on Almanack Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.