Carson Wealth (CWM LLC)’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Carson Wealth (CWM LLC)’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	$22.8M	Sell	196,295 -28,276	-13%	-$3.27M	0.06%	300
2025 Q4	$25.8M	Sell	224,571 -17,339	-7%	-$1.98M	0.07%	248
2025 Q3	$27.5M	Buy	241,910 +17,120	+8%	+$1.94M	0.08%	204
2025 Q2	$25.3M	Sell	224,790 -66,535	-23%	-$7.46M	0.09%	198
2025 Q1	$32.5M	Buy	291,325 +4,602	+2%	+$511K	0.13%	148
2024 Q4	$31.6M	Buy	286,723 +67,397	+31%	+$7.39M	0.13%	139
2024 Q3	$23.9M	Buy	219,326 +72,197	+49%	+$7.82M	0.1%	187
2024 Q2	$15.9M	Buy	147,129 +51,665	+54%	+$5.53M	0.07%	233
2024 Q1	$10.2M	Buy	95,464 +23,513	+33%	+$2.49M	0.05%	288
2023 Q4	$7.57M	Buy	71,951 +15,780	+28%	+$1.65M	0.04%	322
2023 Q3	$5.82M	Buy	+56,171	New	+$5.79M	0.04%	339

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PPC

Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return

CFIM

Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BOXX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 13% in Q1 2026, selling an estimated $3.27M and leaving 196,295 shares worth $22.8M. The position accounts for 0.06% of the portfolio, ranked #300.

Carson Wealth (CWM LLC) first reported a position in BOXX in Q3 2023 and has held it in 11 quarters since. The position peaked at $32.5M in Q1 2025. 334 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

Carson Wealth (CWM LLC) held 196,295 shares of Alpha Architect 1-3 Month Box ETF worth $22.8M as of Q1 2026.
Carson Wealth (CWM LLC) sold 28,276 Alpha Architect 1-3 Month Box ETF shares in Q1 2026, an estimated $3.27M.
Alpha Architect 1-3 Month Box ETF made up 0.06% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #300 holding.
Carson Wealth (CWM LLC) first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2023 and has held it in 11 quarters since.
Carson Wealth (CWM LLC)'s Alpha Architect 1-3 Month Box ETF position peaked at $32.5M in Q1 2025.
334 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.