Avantax Advisory Services’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Avantax Advisory Services’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	$641K	Buy	+5,688	New	+$638K	﹤0.01%	1442

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

ACM

ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

BCG

Bravias Capital Group Iselin, New Jersey $153M AUM 23.67% 1-Year Est. Return

PPC

Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return

Avantax Advisory Services's BOXX Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Alpha Architect 1-3 Month Box ETF (BOXX) in Q2 2025: 5,688 shares worth $641K. The stake represents ﹤0.01% of the portfolio and ranks #1442 among its holdings.

243 funds tracked by Wall St. Rank hold BOXX as of Q2 2025.

Avantax Advisory Services held 5,688 shares of Alpha Architect 1-3 Month Box ETF worth $641K as of Q2 2025.
Alpha Architect 1-3 Month Box ETF was a new Avantax Advisory Services position in Q2 2025.
Alpha Architect 1-3 Month Box ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1442 holding.
243 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.