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

Brookstone 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	$6.29M	Buy	53,721 +1,660	+3%	+$194K	0.06%	301
2026 Q1	$6.05M	Sell	52,061 -63	-0.1%	-$7.29K	0.07%	286
2025 Q4	$6M	Buy	52,124 +4,561	+10%	+$522K	0.07%	278
2025 Q3	$5.42M	Buy	47,563 +6,009	+14%	+$681K	0.06%	290
2025 Q2	$4.68M	Buy	41,554 +273	+0.7%	+$30.6K	0.06%	295
2025 Q1	$4.6M	Buy	41,281 +37,681	+1,047%	+$4.18M	0.07%	263
2024 Q4	$397K	Buy	+3,600	New	+$394K	0.01%	756

Other funds holding BOXX

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

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

Client First Investment Management West Bend, Wisconsin $237M AUM 90.27% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

Innova Wealth Partners Newtown, Pennsylvania $242M AUM 24.7% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $338M AUM 13.09% 1-Year Est. Return