AWS
BOXX icon

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

Atria Wealth Solutions’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
2025
Q2 		– Sell
-2,235
Closed -$249K – 1509
2025
Q1 		$249K Buy
+2,235
New +$248K ﹤0.01% 1594

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 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
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
BCG
Bravias Capital Group Iselin, New Jersey $168M AUM 24.02% 1-Year Est. Return
PPC
Pennington Partners & Co Bethesda, Maryland $312M AUM 19.76% 1-Year Est. Return

Atria Wealth Solutions's BOXX Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q2 2025, closing a stake of 2,235 shares — an estimated $249K sold.

Atria Wealth Solutions first reported a position in BOXX in Q1 2025 and held it in 1 quarter. The position peaked at $249K in Q1 2025. 243 funds tracked by Wall St. Rank hold BOXX as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 2,235 Alpha Architect 1-3 Month Box ETF shares in Q2 2025, an estimated $249K.
  • Atria Wealth Solutions first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2025 and held it in 1 quarter.
  • Atria Wealth Solutions's Alpha Architect 1-3 Month Box ETF position peaked at $249K in Q1 2025.
  • 243 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.