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

Arete 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	$11.5M	Sell	98,406 -23,079	-19%	-$2.69M	0.76%	29
2026 Q1	$14.1M	Buy	121,485 +13,416	+12%	+$1.55M	1.06%	18
2025 Q4	$12.4M	Sell	108,069 -2,496	-2%	-$286K	0.86%	27
2025 Q3	$12.6M	Buy	110,565 +5,339	+5%	+$605K	0.79%	27
2025 Q2	$11.9M	Buy	105,226 +17,332	+20%	+$1.94M	0.84%	24
2025 Q1	$9.8M	Buy	87,894 +71,043	+422%	+$7.88M	0.75%	30
2024 Q4	$1.86M	Buy	16,851 +10,404	+161%	+$1.14M	0.13%	162
2024 Q3	$702K	Buy	6,447 +116	+2%	+$12.6K	0.06%	285
2024 Q2	$683K	Buy	+6,331	New	+$678K	0.06%	321

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

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

Arete Wealth Advisors reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 19% in Q2 2026, selling an estimated $2.69M and leaving 98,406 shares worth $11.5M. The position accounts for 0.76% of the portfolio, ranked #29.

Arete Wealth Advisors first reported a position in BOXX in Q2 2024 and has held it in 9 quarters since. The position peaked at $14.1M in Q1 2026. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Arete Wealth Advisors held 98,406 shares of Alpha Architect 1-3 Month Box ETF worth $11.5M as of Q2 2026.
Arete Wealth Advisors sold 23,079 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $2.69M.
Alpha Architect 1-3 Month Box ETF made up 0.76% of Arete Wealth Advisors's portfolio in Q2 2026, its #29 holding.
Arete 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.
Arete Wealth Advisors's Alpha Architect 1-3 Month Box ETF position peaked at $14.1M in Q1 2026.
373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.