AWA
BOXX icon

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
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 0.76% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PPC
Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

Arete Wealth Advisors's BOXX Position: Q1 2026 in Review

Arete Wealth Advisors increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 12% in Q1 2026, buying an estimated $1.55M and bringing the position to 121,485 shares worth $14.1M. The position accounts for 1.06% of the portfolio, ranked #18.

Arete Wealth Advisors first reported a position in BOXX in Q2 2024 and has held it in 8 quarters since. 333 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

  • Arete Wealth Advisors held 121,485 shares of Alpha Architect 1-3 Month Box ETF worth $14.1M as of Q1 2026.
  • Arete Wealth Advisors bought 13,416 Alpha Architect 1-3 Month Box ETF shares in Q1 2026, an estimated $1.55M.
  • Alpha Architect 1-3 Month Box ETF made up 1.06% of Arete Wealth Advisors's portfolio in Q1 2026, its #18 holding.
  • Arete Wealth Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2024 and has held it in 8 quarters since.
  • 333 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.