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Astoria Portfolio Advisors’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Astoria Portfolio 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 		– Sell
-2,500
Closed -$289K – 300
2025
Q4 		$289K Hold
2,500
– – 0.07% 220
2025
Q3 		$285K Buy
+2,500
New +$283K 0.07% 206

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Empowered Funds
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
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PPC
Pennington Partners & Co Bethesda, Maryland $312M AUM 19.76% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Astoria Portfolio Advisors's BOXX Position: Q1 2026 in Review

Astoria Portfolio Advisors sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q1 2026, closing a stake of 2,500 shares — an estimated $289K sold.

Astoria Portfolio Advisors first reported a position in BOXX in Q3 2025 and held it in 2 quarters. The position peaked at $289K in Q4 2025. 338 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

  • Astoria Portfolio Advisors reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q1 2026 after selling out during the quarter.
  • Astoria Portfolio Advisors sold 2,500 Alpha Architect 1-3 Month Box ETF shares in Q1 2026, an estimated $289K.
  • Astoria Portfolio Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2025 and held it in 2 quarters.
  • Astoria Portfolio Advisors's Alpha Architect 1-3 Month Box ETF position peaked at $289K in Q4 2025.
  • 338 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.