Beacon Pointe Advisors’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Beacon Pointe 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
2026 Q2	$5.5M	Buy	47,000 +2,758	+6%	+$322K	0.03%	491
2026 Q1	$5.14M	Sell	44,242 -1,913	-4%	-$221K	0.03%	465
2025 Q4	$5.31M	Buy	46,155 +43,150	+1,436%	+$4.94M	0.04%	368
2025 Q3	$342K	Hold	3,005	–	–	﹤0.01%	1136
2025 Q2	$339K	Hold	3,005	–	–	﹤0.01%	1000
2025 Q1	$335K	Buy	3,005 +1,000	+50%	+$111K	﹤0.01%	976
2024 Q4	$221K	Hold	2,005	–	–	﹤0.01%	1114
2024 Q3	$218K	Buy	2,005 +5	+0.3%	+$542	﹤0.01%	1132
2024 Q2	$216K	Buy	+2,000	New	+$214K	﹤0.01%	1171

Other funds holding BOXX

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

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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 Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Beacon Pointe Advisors's BOXX Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 6.2% in Q2 2026, buying an estimated $322K and bringing the position to 47,000 shares worth $5.5M. The position accounts for 0.03% of the portfolio, ranked #491.

Beacon Pointe Advisors first reported a position in BOXX in Q2 2024 and has held it in 9 quarters since. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Beacon Pointe Advisors held 47,000 shares of Alpha Architect 1-3 Month Box ETF worth $5.5M as of Q2 2026.
Beacon Pointe Advisors bought 2,758 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $322K.
Alpha Architect 1-3 Month Box ETF made up 0.03% of Beacon Pointe Advisors's portfolio in Q2 2026, its #491 holding.
Beacon Pointe Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2024 and has held it in 9 quarters since.
373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.