Bank of Montreal
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Bank of Montreal’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Bank of Montreal’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 		– Sell
-281
Closed -$32.7K – 3861
2026
Q1 		$32.7K Buy
+281
New +$32.5K ﹤0.01% 3384
2024
Q4 		– Sell
-9,500
Closed -$1.03M – 3548
2024
Q3 		$1.03M Buy
+9,500
New +$1.03M ﹤0.01% 2020

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 $104B AUM 28.3% 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

Bank of Montreal's BOXX Position: Q2 2026 in Review

Bank of Montreal sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q2 2026, closing a stake of 281 shares — an estimated $32.7K sold.

Bank of Montreal first reported a position in BOXX in Q3 2024 and held it in 2 quarters. The position peaked at $1.03M in Q3 2024. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Bank of Montreal reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q2 2026 after selling out during the quarter.
  • Bank of Montreal sold 281 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $32.7K.
  • Bank of Montreal first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2024 and held it in 2 quarters.
  • Bank of Montreal's Alpha Architect 1-3 Month Box ETF position peaked at $1.03M in Q3 2024.
  • 372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.