CFS Investment Advisory Services’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

CFS Investment Advisory Services’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	$491K	Hold	4,185	–	–	0.03%	254
2026 Q1	$487K	Hold	4,185	–	–	0.03%	250
2025 Q4	$482K	Hold	4,185	–	–	0.04%	243
2025 Q3	$478K	Hold	4,185	–	–	0.04%	239
2025 Q2	$472K	Hold	4,185	–	–	0.04%	235
2025 Q1	$467K	Sell	4,185 -1,796	-30%	-$199K	0.04%	222
2024 Q4	$660K	Hold	5,981	–	–	0.06%	190
2024 Q3	$652K	Hold	5,981	–	–	0.05%	188
2024 Q2	$645K	Hold	5,981	–	–	0.05%	170
2024 Q1	$637K	Buy	+5,981	New	+$633K	0.11%	103

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Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return