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
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

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