BluePath Capital Management
BOXX icon

BluePath Capital Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

BluePath Capital 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
Q3 		– Sell
-21,326
Closed -$2.5M – 133
2026
Q2 		$2.5M Buy
21,326
+5,447
+34% +$636K 1.37% 13
2026
Q1 		$1.85M Buy
15,879
+10,692
+206% +$1.24M 1.27% 9
2025
Q4 		$597K Buy
5,187
+3,168
+157% +$362K 0.4% 77
2025
Q3 		$230K Buy
+2,019
New +$229K 0.17% 84

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Almanack Investment Partners
Almanack Investment Partners Wayne, Pennsylvania $833M AUM 25.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Insight Advisors
Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return
Whitcomb & Hess
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Opus Capital Group
Opus Capital Group Cincinnati, Ohio $1.02B AUM 13.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BluePath Capital Management's BOXX Position: Q3 2026 in Review

BluePath Capital Management sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q3 2026, closing a stake of 21,326 shares — an estimated $2.5M sold.

BluePath Capital Management first reported a position in BOXX in Q3 2025 and held it in 4 quarters. The position peaked at $2.5M in Q2 2026. 276 funds tracked by Wall St. Rank hold BOXX as of Q3 2026.

  • BluePath Capital Management reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q3 2026 after selling out during the quarter.
  • BluePath Capital Management sold 21,326 Alpha Architect 1-3 Month Box ETF shares in Q3 2026, an estimated $2.5M.
  • BluePath Capital Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2025 and held it in 4 quarters.
  • BluePath Capital Management's Alpha Architect 1-3 Month Box ETF position peaked at $2.5M in Q2 2026.
  • 276 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2026.

Based on BluePath Capital Management's 13F filing for Q3 2026, filed 26 Oct 2026.