Brinker Capital Investments’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Brinker Capital Investments’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	–	Sell	-4,402	Closed	-$512K	–	1893
2026 Q1	$512K	Sell	4,402 -1,795	-29%	-$208K	﹤0.01%	1442
2025 Q4	$713K	Buy	6,197 +2,643	+74%	+$302K	0.01%	1424
2025 Q3	$405K	Sell	3,554 -229	-6%	-$25.9K	﹤0.01%	1628
2025 Q2	$426K	Sell	3,783 -1,943	-34%	-$218K	﹤0.01%	1560
2025 Q1	$638K	Sell	5,726 -2,733	-32%	-$303K	0.01%	1293
2024 Q4	$933K	Buy	+8,459	New	+$927K	0.01%	1091

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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 Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Brinker Capital Investments's BOXX Position: Q2 2026 in Review

Brinker Capital Investments sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q2 2026, closing a stake of 4,402 shares — an estimated $512K sold.

Brinker Capital Investments first reported a position in BOXX in Q4 2024 and held it in 6 quarters. The position peaked at $933K in Q4 2024. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Brinker Capital Investments reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q2 2026 after selling out during the quarter.
Brinker Capital Investments sold 4,402 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $512K.
Brinker Capital Investments first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2024 and held it in 6 quarters.
Brinker Capital Investments's Alpha Architect 1-3 Month Box ETF position peaked at $933K in Q4 2024.
372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.