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Castleview Partners’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Castleview Partners’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
2025
Q1 		– Sell
-784
Closed -$86.5K – 227
2024
Q4 		$86.5K Sell
784
-151
-16% -$16.5K 0.05% 273
2024
Q3 		$102K Sell
935
-68,243
-99% -$7.39M 0.06% 230
2024
Q2 		$7.46M Buy
69,178
+12,134
+21% +$1.3M 4.24% 2
2024
Q1 		$6.07M Buy
+57,044
New +$6.03M 3.39% 2

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BCG
Bravias Capital Group Iselin, New Jersey $153M AUM 23.67% 1-Year Est. Return

Castleview Partners's BOXX Position: Q1 2025 in Review

Castleview Partners sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q1 2025, closing a stake of 784 shares — an estimated $86.5K sold.

Castleview Partners first reported a position in BOXX in Q1 2024 and held it in 4 quarters. The position peaked at $7.46M in Q2 2024. 226 funds tracked by Wall St. Rank hold BOXX as of Q1 2025.

  • Castleview Partners reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 784 Alpha Architect 1-3 Month Box ETF shares in Q1 2025, an estimated $86.5K.
  • Castleview Partners first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and held it in 4 quarters.
  • Castleview Partners's Alpha Architect 1-3 Month Box ETF position peaked at $7.46M in Q2 2024.
  • 226 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.