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 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

AWM

Avondale Wealth Management West Lake Hills, Texas $245M AUM 28.83% 1-Year Est. Return

Castellan Group Louisville, Kentucky $912M AUM 55.71% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return

CFIM

Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

OCA

Optimus Capital Advisors Coppel, Texas $186M AUM

BluePath Capital Management's BOXX Position: Q2 2026 in Review

BluePath Capital Management increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 34% in Q2 2026, buying an estimated $636K and bringing the position to 21,326 shares worth $2.5M. The position accounts for 1.37% of the portfolio, ranked #13.

BluePath Capital Management first reported a position in BOXX in Q3 2025 and has held it in 4 quarters since. 105 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

BluePath Capital Management held 21,326 shares of Alpha Architect 1-3 Month Box ETF worth $2.5M as of Q2 2026.
BluePath Capital Management bought 5,447 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $636K.
Alpha Architect 1-3 Month Box ETF made up 1.37% of BluePath Capital Management's portfolio in Q2 2026, its #13 holding.
BluePath Capital Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2025 and has held it in 4 quarters since.
105 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on BluePath Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.