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BWM Planning’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

BWM Planning’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
Q1 		$3.55M Buy
30,563
+43
+0.1% +$4.97K 0.94% 25
2025
Q4 		$3.51M Buy
30,520
+26
+0.1% +$2.98K 0.94% 26
2025
Q3 		$3.47M Sell
30,494
-1,097
-3% -$124K 1.03% 23
2025
Q2 		$3.56M Sell
31,591
-2,848
-8% -$319K 1.23% 22
2025
Q1 		$3.84M Buy
34,439
+4,228
+14% +$469K 1.62% 20
2024
Q4 		$3.33M Hold
30,211
– – 1.45% 21
2024
Q3 		$3.29M Buy
+30,211
New +$3.27M 1.46% 21

Other funds holding BOXX

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EF
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Rockefeller Capital Management
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TWD
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Cambridge Investment Research Advisors
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PPC
Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.27% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return