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Apollon Wealth Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Apollon Wealth Management’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
2025
Q2 		– Sell
-1,967
Closed -$219K – 1279
2025
Q1 		$219K Sell
1,967
-6,447
-77% -$715K ﹤0.01% 1072
2024
Q4 		$928K Sell
8,414
-910
-10% -$99.7K 0.02% 543
2024
Q3 		$1.02M Buy
+9,324
New +$1.01M 0.03% 485

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
BCG
Bravias Capital Group Iselin, New Jersey $153M AUM 23.67% 1-Year Est. Return
PPC
Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return

Apollon Wealth Management's BOXX Position: Q2 2025 in Review

Apollon Wealth Management sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q2 2025, closing a stake of 1,967 shares — an estimated $219K sold.

Apollon Wealth Management first reported a position in BOXX in Q3 2024 and held it in 3 quarters. The position peaked at $1.02M in Q3 2024. 243 funds tracked by Wall St. Rank hold BOXX as of Q2 2025.

  • Apollon Wealth Management reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q2 2025 after selling out during the quarter.
  • Apollon Wealth Management sold 1,967 Alpha Architect 1-3 Month Box ETF shares in Q2 2025, an estimated $219K.
  • Apollon Wealth Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2024 and held it in 3 quarters.
  • Apollon Wealth Management's Alpha Architect 1-3 Month Box ETF position peaked at $1.02M in Q3 2024.
  • 243 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2025.

Based on Apollon Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.