AssetMark Inc
BOXX icon

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
Q1 		$17.7K Sell
152
-50
-25% -$5.78K ﹤0.01% 2101
2025
Q4 		$23.3K 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
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