Atlantic Private Wealth’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Atlantic Private Wealth’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	$231K	Hold	1,984	–	–	0.15%	60
2025 Q4	$228K	Buy	1,984 +188	+10%	+$21.5K	0.15%	58
2025 Q3	$204K	Buy	1,796 +188	+12%	+$21.3K	0.13%	51
2025 Q2	$181K	Buy	1,608 +384	+31%	+$43K	0.12%	52
2025 Q1	$136K	Buy	1,224 +900	+278%	+$99.8K	0.1%	68
2024 Q4	$35.7K	Buy	324 +120	+59%	+$13.2K	0.03%	104
2024 Q3	$22.2K	Buy	+204	New	+$22.1K	0.02%	131

Other funds holding BOXX

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return

Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

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

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return