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Atria Investments’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Atria Investments’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 		$2.51M Buy
21,422
+2,517
+13% +$294K 0.03% 655
2026
Q1 		$2.2M Sell
18,905
-14,829
-44% -$1.72M 0.02% 669
2025
Q4 		$3.88M Buy
33,734
+9,689
+40% +$1.11M 0.04% 463
2025
Q3 		$2.74M Buy
24,045
+10
+0% +$1.13K 0.03% 596
2025
Q2 		$2.71M Buy
24,035
+16,010
+200% +$1.79M 0.03% 600
2025
Q1 		$895K Sell
8,025
-121
-1% -$13.4K 0.01% 1042
2024
Q4 		$898K Sell
8,146
-2,282
-22% -$250K 0.01% 1031
2024
Q3 		$1.14M Sell
10,428
-2,749
-21% -$298K 0.01% 904
2024
Q2 		$1.42M Buy
13,177
+265
+2% +$28.4K 0.02% 777
2024
Q1 		$1.37M Buy
+12,912
New +$1.37M 0.02% 804

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
DI
Deeter Investments Austin, Texas $721M AUM
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 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

Atria Investments's BOXX Position: Q2 2026 in Review

Atria Investments increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 13% in Q2 2026, buying an estimated $294K and bringing the position to 21,422 shares worth $2.51M. The position accounts for 0.03% of the portfolio, ranked #655.

Atria Investments first reported a position in BOXX in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.88M in Q4 2025. 375 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Atria Investments held 21,422 shares of Alpha Architect 1-3 Month Box ETF worth $2.51M as of Q2 2026.
  • Atria Investments bought 2,517 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $294K.
  • Alpha Architect 1-3 Month Box ETF made up 0.03% of Atria Investments's portfolio in Q2 2026, its #655 holding.
  • Atria Investments first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 10 quarters since.
  • Atria Investments's Alpha Architect 1-3 Month Box ETF position peaked at $3.88M in Q4 2025.
  • 375 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.