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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
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 $59.8B AUM 29.42% 1-Year Est. Return
EF
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
TWD
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
PPC
Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
EFG
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
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

Atria Investments's BOXX Position: Q1 2026 in Review

Atria Investments reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 44% in Q1 2026, selling an estimated $1.72M and leaving 18,905 shares worth $2.2M. The position accounts for 0.02% of the portfolio, ranked #669.

Atria Investments first reported a position in BOXX in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.88M in Q4 2025. 333 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

  • Atria Investments held 18,905 shares of Alpha Architect 1-3 Month Box ETF worth $2.2M as of Q1 2026.
  • Atria Investments sold 14,829 Alpha Architect 1-3 Month Box ETF shares in Q1 2026, an estimated $1.72M.
  • Alpha Architect 1-3 Month Box ETF made up 0.02% of Atria Investments's portfolio in Q1 2026, its #669 holding.
  • Atria Investments first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 9 quarters since.
  • Atria Investments's Alpha Architect 1-3 Month Box ETF position peaked at $3.88M in Q4 2025.
  • 333 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.