Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Cambridge Investment Research Advisors’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 		$66.9M Buy
570,946
+111,711
+24% +$13M 0.15% 122
2026
Q1 		$53.4M Sell
459,235
-41,712
-8% -$4.82M 0.14% 141
2025
Q4 		$57.7M Buy
500,947
+16,069
+3% +$1.84M 0.15% 122
2025
Q3 		$55.2M Buy
484,878
+8,575
+2% +$971K 0.15% 118
2025
Q2 		$53.7M Sell
476,303
-15,376
-3% -$1.72M 0.16% 115
2025
Q1 		$54.8M Buy
491,679
+88,890
+22% +$9.86M 0.19% 103
2024
Q4 		$44.4M Sell
402,789
-12,774
-3% -$1.4M 0.15% 127
2024
Q3 		$45.3M Buy
415,563
+141,925
+52% +$15.4M 0.15% 127
2024
Q2 		$29.5M Buy
273,638
+58,395
+27% +$6.26M 0.11% 175
2024
Q1 		$22.9M Buy
215,243
+166,759
+344% +$17.6M 0.09% 219
2023
Q4 		$5.1M Buy
+48,484
New +$5.06M 0.02% 693

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HighTower Advisors
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
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cambridge Investment Research Advisors's BOXX Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 24% in Q2 2026, buying an estimated $13M and bringing the position to 570,946 shares worth $66.9M. The position accounts for 0.15% of the portfolio, ranked #122.

Cambridge Investment Research Advisors first reported a position in BOXX in Q4 2023 and has held it in 11 quarters since. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Cambridge Investment Research Advisors held 570,946 shares of Alpha Architect 1-3 Month Box ETF worth $66.9M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 111,711 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $13M.
  • Alpha Architect 1-3 Month Box ETF made up 0.15% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #122 holding.
  • Cambridge Investment Research Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2023 and has held it in 11 quarters since.
  • 372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.