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BlackDiamond Wealth Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

BlackDiamond Wealth 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 		$2.85M Sell
24,193
-883
-4% -$103K 1.14% 20
2026
Q1 		$2.92M Sell
25,076
-1,208
-5% -$140K 1.4% 15
2025
Q4 		$3.04M Sell
26,284
-6,305
-19% -$721K 1.48% 17
2025
Q3 		$3.71M Buy
32,589
+13,764
+73% +$1.56M 2.02% 12
2025
Q2 		$2.12M Buy
18,825
+1,758
+10% +$197K 1.22% 25
2025
Q1 		$1.91M Sell
17,067
-4,525
-21% -$502K 1.29% 28
2024
Q4 		$2.38M Buy
21,592
+2,109
+11% +$231K 1.38% 21
2024
Q3 		$2.13M Sell
19,483
-2,318
-11% -$251K 1.29% 24
2024
Q2 		$2.36M Buy
21,801
+4,933
+29% +$528K 1.55% 19
2024
Q1 		$1.8M Buy
16,868
+86
+0.5% +$9.1K 1.28% 25
2023
Q4 		$1.77M Sell
16,782
-596
-3% -$62.2K 1.3% 22
2023
Q3 		$1.81M Buy
17,378
+472
+3% +$48.6K 1.64% 18
2023
Q2 		$1.74M Buy
16,906
+12,500
+284% +$1.27M 1.47% 17
2023
Q1 		$447K Buy
+4,406
New +$444K 0.46% 55

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

BlackDiamond Wealth Management's BOXX Position: Q2 2026 in Review

BlackDiamond Wealth Management reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 3.5% in Q2 2026, selling an estimated $103K and leaving 24,193 shares worth $2.85M. The position accounts for 1.14% of the portfolio, ranked #20.

BlackDiamond Wealth Management first reported a position in BOXX in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.71M in Q3 2025. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • BlackDiamond Wealth Management held 24,193 shares of Alpha Architect 1-3 Month Box ETF worth $2.85M as of Q2 2026.
  • BlackDiamond Wealth Management sold 883 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $103K.
  • Alpha Architect 1-3 Month Box ETF made up 1.14% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #20 holding.
  • BlackDiamond Wealth Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2023 and has held it in 14 quarters since.
  • BlackDiamond Wealth Management's Alpha Architect 1-3 Month Box ETF position peaked at $3.71M in Q3 2025.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.