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Aptus Capital Advisors’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Aptus Capital 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 		$10M Buy
85,693
+9,064
+12% +$1.06M 0.07% 230
2026
Q1 		$8.91M Buy
76,629
+11,233
+17% +$1.3M 0.07% 237
2025
Q4 		$7.53M Buy
65,396
+20,607
+46% +$2.36M 0.05% 260
2025
Q3 		$5.1M Buy
+44,789
New +$5.07M 0.04% 317

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HighTower Advisors
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
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Aptus Capital Advisors's BOXX Position: Q2 2026 in Review

Aptus Capital Advisors increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 12% in Q2 2026, buying an estimated $1.06M and bringing the position to 85,693 shares worth $10M. The position accounts for 0.07% of the portfolio, ranked #230.

Aptus Capital Advisors first reported a position in BOXX in Q3 2025 and has held it in 4 quarters since. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Aptus Capital Advisors held 85,693 shares of Alpha Architect 1-3 Month Box ETF worth $10M as of Q2 2026.
  • Aptus Capital Advisors bought 9,064 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $1.06M.
  • Alpha Architect 1-3 Month Box ETF made up 0.07% of Aptus Capital Advisors's portfolio in Q2 2026, its #230 holding.
  • Aptus Capital Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2025 and has held it in 4 quarters since.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.