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 Q3	–	Sell	-2,036	Closed	-$238K	–	306
2026 Q2	$238K	Buy	2,036 +52	+3%	+$6.07K	0.15%	59
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%	+$100K	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 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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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

Atlantic Private Wealth's BOXX Position: Q3 2026 in Review

Atlantic Private Wealth sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q3 2026, closing a stake of 2,036 shares — an estimated $238K sold.

Atlantic Private Wealth first reported a position in BOXX in Q3 2024 and held it in 8 quarters. The position peaked at $238K in Q2 2026. 250 funds tracked by Wall St. Rank hold BOXX as of Q3 2026.

Atlantic Private Wealth reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q3 2026 after selling out during the quarter.
Atlantic Private Wealth sold 2,036 Alpha Architect 1-3 Month Box ETF shares in Q3 2026, an estimated $238K.
Atlantic Private Wealth first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2024 and held it in 8 quarters.
Atlantic Private Wealth's Alpha Architect 1-3 Month Box ETF position peaked at $238K in Q2 2026.
250 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2026.

Based on Atlantic Private Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.