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BXM Wealth’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

BXM Wealth’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 		$2.47M Sell
21,090
-7,400
-26% -$864K 1.34% 16
2026
Q1 		$3.31M Sell
28,490
-266,177
-90% -$30.8M 2.55% 7
2025
Q4 		$3.25M Buy
294,667
+287,172
+3,832% +$32.9M 2.51% 10
2025
Q3 		$609K Buy
7,495
+905
+14% +$102K 0.58% 47
2025
Q2 		$743K Sell
6,590
-3,745
-36% -$420K 0.88% 33
2025
Q1 		$1.15M Buy
10,335
+75
+0.7% +$8.32K 1.39% 22
2024
Q4 		$1.13M Buy
+10,260
New +$1.12M 1.58% 20

Other funds holding BOXX

Wealth Enhancement Advisory Services
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
WH
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
CG
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
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return

BXM Wealth's BOXX Position: Q2 2026 in Review

BXM Wealth reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 26% in Q2 2026, selling an estimated $864K and leaving 21,090 shares worth $2.47M. The position accounts for 1.34% of the portfolio, ranked #16.

BXM Wealth first reported a position in BOXX in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.31M in Q1 2026. 110 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • BXM Wealth held 21,090 shares of Alpha Architect 1-3 Month Box ETF worth $2.47M as of Q2 2026.
  • BXM Wealth sold 7,400 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $864K.
  • Alpha Architect 1-3 Month Box ETF made up 1.34% of BXM Wealth's portfolio in Q2 2026, its #16 holding.
  • BXM Wealth first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2024 and has held it in 7 quarters since.
  • BXM Wealth's Alpha Architect 1-3 Month Box ETF position peaked at $3.31M in Q1 2026.
  • 110 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.