AssetMark Inc’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

AssetMark Inc’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 Q3	$16.7K	Sell	141 -11	-7%	-$1.3K	﹤0.01%	2329
2026 Q2	$17.8K	Hold	152	–	–	﹤0.01%	2229
2026 Q1	$17.7K	Sell	152 -50	-25%	-$5.78K	﹤0.01%	2101
2025 Q4	$23.2K	Hold	202	–	–	﹤0.01%	1953
2025 Q3	$23K	Hold	202	–	–	﹤0.01%	1875
2025 Q2	$22.8K	Buy	202 +75	+59%	+$8.41K	﹤0.01%	1776
2025 Q1	$14.2K	Sell	127 -175	-58%	-$19.4K	﹤0.01%	1776
2024 Q4	$33.3K	Hold	302	–	–	﹤0.01%	1525
2024 Q3	$32.9K	Hold	302	–	–	﹤0.01%	1388
2024 Q2	$32.6K	Hold	302	–	–	﹤0.01%	1306
2024 Q1	$32.2K	Buy	+302	New	+$31.9K	﹤0.01%	1220

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Almanack Investment Partners Wayne, Pennsylvania $833M AUM 25.48% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

Opus Capital Group Cincinnati, Ohio $1.02B AUM 13.75% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Elevatus Welath Management Victor, New York $415M AUM 55.85% 1-Year Est. Return

AssetMark Inc's BOXX Position: Q3 2026 in Review

AssetMark Inc reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 7.2% in Q3 2026, selling an estimated $1.3K and leaving 141 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2329.

AssetMark Inc first reported a position in BOXX in Q1 2024 and has held it in 11 quarters since. The position peaked at $33.3K in Q4 2024. 229 funds tracked by Wall St. Rank hold BOXX as of Q3 2026.

AssetMark Inc held 141 shares of Alpha Architect 1-3 Month Box ETF worth $16.7K as of Q3 2026.
AssetMark Inc sold 11 Alpha Architect 1-3 Month Box ETF shares in Q3 2026, an estimated $1.3K.
Alpha Architect 1-3 Month Box ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2329 holding.
AssetMark Inc first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 11 quarters since.
AssetMark Inc's Alpha Architect 1-3 Month Box ETF position peaked at $33.3K in Q4 2024.
229 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.