BPA
BOXX icon

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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 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
PPC
Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

Beacon Pointe Advisors's BOXX Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 4.1% in Q1 2026, selling an estimated $221K and leaving 44,242 shares worth $5.14M. The position accounts for 0.03% of the portfolio, ranked #465.

Beacon Pointe Advisors first reported a position in BOXX in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.31M in Q4 2025. 333 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

  • Beacon Pointe Advisors held 44,242 shares of Alpha Architect 1-3 Month Box ETF worth $5.14M as of Q1 2026.
  • Beacon Pointe Advisors sold 1,913 Alpha Architect 1-3 Month Box ETF shares in Q1 2026, an estimated $221K.
  • Alpha Architect 1-3 Month Box ETF made up 0.03% of Beacon Pointe Advisors's portfolio in Q1 2026, its #465 holding.
  • Beacon Pointe Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2024 and has held it in 8 quarters since.
  • Beacon Pointe Advisors's Alpha Architect 1-3 Month Box ETF position peaked at $5.31M in Q4 2025.
  • 333 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.