Amplius Wealth Advisors’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Amplius Wealth Advisors’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	$26.7M	Buy	227,846 +15,835	+7%	+$1.85M	1.95%	16
2026 Q1	$24.7M	Buy	212,011 +20,178	+11%	+$2.33M	2.06%	15
2025 Q4	$22.1M	Buy	191,833 +13,611	+8%	+$1.56M	1.85%	17
2025 Q3	$20.3M	Buy	178,222 +6,110	+4%	+$692K	1.75%	18
2025 Q2	$19.4M	Buy	172,112 +39,117	+29%	+$4.38M	1.8%	18
2025 Q1	$14.8M	Buy	132,995 +14,655	+12%	+$1.63M	1.54%	21
2024 Q4	$13.1M	Buy	118,340 +44,292	+60%	+$4.85M	1.34%	23
2024 Q3	$8.07M	Buy	74,048 +39,218	+113%	+$4.25M	0.88%	27
2024 Q2	$3.76M	Buy	+34,830	New	+$3.73M	0.42%	38

Other funds holding BOXX

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

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

AWM

Avondale Wealth Management West Lake Hills, Texas $245M AUM 28.83% 1-Year Est. Return

Castellan Group Louisville, Kentucky $912M AUM 55.71% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return

CFIM

Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

OCA

Optimus Capital Advisors Coppel, Texas $186M AUM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Amplius Wealth Advisors's BOXX Position: Q2 2026 in Review

Amplius Wealth Advisors increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 7.5% in Q2 2026, buying an estimated $1.85M and bringing the position to 227,846 shares worth $26.7M. The position accounts for 1.95% of the portfolio, ranked #16.

Amplius Wealth Advisors first reported a position in BOXX in Q2 2024 and has held it in 9 quarters since. 97 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Amplius Wealth Advisors held 227,846 shares of Alpha Architect 1-3 Month Box ETF worth $26.7M as of Q2 2026.
Amplius Wealth Advisors bought 15,835 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $1.85M.
Alpha Architect 1-3 Month Box ETF made up 1.95% of Amplius Wealth Advisors's portfolio in Q2 2026, its #16 holding.
Amplius Wealth Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2024 and has held it in 9 quarters since.
97 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.