Ameritas Advisory Services’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Ameritas Advisory Services’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	$5.49M	Buy	+46,877	New	+$5.47M	0.11%	189
2025 Q4	–	Sell	-33,597	Closed	-$3.83M	–	1065
2025 Q3	$3.83M	Buy	33,597 +32,237	+2,370%	+$3.65M	0.25%	80
2025 Q2	$153K	Buy	+1,360	New	+$152K	0.01%	820
2025 Q1	–	Sell	-33,344	Closed	-$3.68M	–	861
2024 Q4	$3.68M	Buy	+33,344	New	+$3.65M	0.13%	156
2024 Q3	–	Sell	-22,366	Closed	-$2.41M	–	853
2024 Q2	$2.41M	Buy	22,366 +19,500	+680%	+$2.09M	0.09%	219
2024 Q1	$307K	Buy	+2,866	New	+$303K	0.01%	702

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

Ameritas Advisory Services's BOXX Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Alpha Architect 1-3 Month Box ETF (BOXX) in Q2 2026: 46,877 shares worth $5.49M. The stake represents 0.11% of the portfolio and ranks #189 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in BOXX as recently as Q3 2025.

Ameritas Advisory Services first reported a position in BOXX in Q1 2024 and has held it in 6 quarters since. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Ameritas Advisory Services held 46,877 shares of Alpha Architect 1-3 Month Box ETF worth $5.49M as of Q2 2026.
Alpha Architect 1-3 Month Box ETF was a new Ameritas Advisory Services position in Q2 2026.
Alpha Architect 1-3 Month Box ETF made up 0.11% of Ameritas Advisory Services's portfolio in Q2 2026, its #189 holding.
Ameritas Advisory Services first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 6 quarters since.
372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.