BRWA
BOXX icon

B. Riley Wealth Advisors’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

B. Riley Wealth Advisors’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
2024
Q4 		– Sell
-2,900
Closed -$316K – 1156
2024
Q3 		$316K Buy
+2,900
New +$314K 0.01% 927

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
LP
LGL Partners Philadelphia, Pennsylvania $243M AUM 17.78% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
PPC
Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return

B. Riley Wealth Advisors's BOXX Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q4 2024, closing a stake of 2,900 shares — an estimated $316K sold.

B. Riley Wealth Advisors first reported a position in BOXX in Q3 2024 and held it in 1 quarter. The position peaked at $316K in Q3 2024. 211 funds tracked by Wall St. Rank hold BOXX as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,900 Alpha Architect 1-3 Month Box ETF shares in Q4 2024, an estimated $316K.
  • B. Riley Wealth Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2024 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Alpha Architect 1-3 Month Box ETF position peaked at $316K in Q3 2024.
  • 211 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.