AWM
BOXX icon

Avondale Wealth Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Avondale Wealth Management’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 		$22.8M Buy
195,037
+131,606
+207% +$15.4M 9.31% 4
2026
Q1 		$7.38M Sell
63,431
-6,218
-9% -$719K 3.63% 8
2025
Q4 		$8.02M Sell
69,649
-7,406
-10% -$847K 4.12% 8
2025
Q3 		$8.77M Buy
77,055
+19,425
+34% +$2.2M 4.67% 7
2025
Q2 		$6.49M Buy
57,630
+16,703
+41% +$1.87M 3.63% 8
2025
Q1 		$4.56M Buy
40,927
+2,591
+7% +$287K 2.87% 10
2024
Q4 		$4.23M Buy
38,336
+30,336
+379% +$3.32M 2.71% 9
2024
Q3 		$871K Buy
8,000
+3,000
+60% +$325K 0.57% 23
2024
Q2 		$539K Buy
+5,000
New +$536K 0.37% 28

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 $103B AUM 28.65% 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

Avondale Wealth Management's BOXX Position: Q2 2026 in Review

Avondale Wealth Management increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 207% in Q2 2026, buying an estimated $15.4M and bringing the position to 195,037 shares worth $22.8M. The position accounts for 9.31% of the portfolio, ranked #4.

Avondale Wealth Management first reported a position in BOXX in Q2 2024 and has held it in 9 quarters since. 371 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Avondale Wealth Management held 195,037 shares of Alpha Architect 1-3 Month Box ETF worth $22.8M as of Q2 2026.
  • Avondale Wealth Management bought 131,606 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $15.4M.
  • Alpha Architect 1-3 Month Box ETF made up 9.31% of Avondale Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Avondale Wealth Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2024 and has held it in 9 quarters since.
  • 371 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Avondale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.