CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

CAPTRUST Financial 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 		$3.95M Sell
33,768
-5,200
-13% -$607K 0.01% 927
2026
Q1 		$4.53M Sell
38,968
-9,511
-20% -$1.1M 0.01% 815
2025
Q4 		$5.58M Buy
48,479
+36,142
+293% +$4.14M 0.01% 638
2025
Q3 		$1.4M Sell
12,337
-18,873
-60% -$2.14M ﹤0.01% 1230
2025
Q2 		$3.52M Sell
31,210
-29,075
-48% -$3.26M 0.01% 727
2025
Q1 		$6.72M Sell
60,285
-136
-0.2% -$15.1K 0.02% 514
2024
Q4 		$6.66M Sell
60,421
-3,326
-5% -$364K 0.02% 465
2024
Q3 		$6.94M Buy
63,747
+3,189
+5% +$346K 0.02% 449
2024
Q2 		$6.53M Buy
+60,558
New +$6.49M 0.02% 446

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
Cambridge Investment Research Advisors
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
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

CAPTRUST Financial Advisors's BOXX Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 13% in Q2 2026, selling an estimated $607K and leaving 33,768 shares worth $3.95M. The position accounts for 0.01% of the portfolio, ranked #927.

CAPTRUST Financial Advisors first reported a position in BOXX in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.94M in Q3 2024. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • CAPTRUST Financial Advisors held 33,768 shares of Alpha Architect 1-3 Month Box ETF worth $3.95M as of Q2 2026.
  • CAPTRUST Financial Advisors sold 5,200 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $607K.
  • Alpha Architect 1-3 Month Box ETF made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #927 holding.
  • CAPTRUST Financial Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2024 and has held it in 9 quarters since.
  • CAPTRUST Financial Advisors's Alpha Architect 1-3 Month Box ETF position peaked at $6.94M in Q3 2024.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.