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Atomi Financial Group’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Atomi Financial Group’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
Q2 		$458K Buy
3,915
+191
+5% +$22.3K 0.01% 810
2026
Q1 		$433K Buy
3,724
+555
+18% +$64.2K 0.01% 770
2025
Q4 		$365K Buy
3,169
+839
+36% +$96K 0.01% 832
2025
Q3 		$265K Buy
2,330
+123
+6% +$13.9K 0.01% 960
2025
Q2 		$249K Hold
2,207
– – 0.01% 923
2025
Q1 		$246K Sell
2,207
-1,642
-43% -$182K 0.01% 873
2024
Q4 		$424K Sell
3,849
-2,447
-39% -$268K 0.02% 542
2024
Q3 		$686K Buy
+6,296
New +$682K 0.04% 346

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 $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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PPC
Pennington Partners & Co Bethesda, Maryland $312M AUM 19.76% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Atomi Financial Group's BOXX Position: Q2 2026 in Review

Atomi Financial Group increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 5.1% in Q2 2026, buying an estimated $22.3K and bringing the position to 3,915 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #810.

Atomi Financial Group first reported a position in BOXX in Q3 2024 and has held it in 8 quarters since. The position peaked at $686K in Q3 2024. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Atomi Financial Group held 3,915 shares of Alpha Architect 1-3 Month Box ETF worth $458K as of Q2 2026.
  • Atomi Financial Group bought 191 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $22.3K.
  • Alpha Architect 1-3 Month Box ETF made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #810 holding.
  • Atomi Financial Group first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2024 and has held it in 8 quarters since.
  • Atomi Financial Group's Alpha Architect 1-3 Month Box ETF position peaked at $686K in Q3 2024.
  • 372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.