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Belpointe Asset Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Belpointe Asset 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 		$6.41M Sell
54,778
-409
-0.7% -$47.7K 0.21% 89
2026
Q1 		$6.42M Buy
55,187
+27,839
+102% +$3.22M 0.23% 80
2025
Q4 		$3.15M Buy
27,348
+10,469
+62% +$1.2M 0.11% 148
2025
Q3 		$1.92M Sell
16,879
-6,373
-27% -$722K 0.07% 229
2025
Q2 		$2.62M Buy
23,252
+6,409
+38% +$718K 0.11% 166
2025
Q1 		$1.88M Buy
+16,843
New +$1.87M 0.1% 193

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

Belpointe Asset Management's BOXX Position: Q2 2026 in Review

Belpointe Asset Management reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 0.74% in Q2 2026, selling an estimated $47.7K and leaving 54,778 shares worth $6.41M. The position accounts for 0.21% of the portfolio, ranked #89.

Belpointe Asset Management first reported a position in BOXX in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.42M in Q1 2026. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Belpointe Asset Management held 54,778 shares of Alpha Architect 1-3 Month Box ETF worth $6.41M as of Q2 2026.
  • Belpointe Asset Management sold 409 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $47.7K.
  • Alpha Architect 1-3 Month Box ETF made up 0.21% of Belpointe Asset Management's portfolio in Q2 2026, its #89 holding.
  • Belpointe Asset Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2025 and has held it in 6 quarters since.
  • Belpointe Asset Management's Alpha Architect 1-3 Month Box ETF position peaked at $6.42M in Q1 2026.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.