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

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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

Deeter Investments Austin, Texas $721M AUM

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

CFS Investment Advisory Services's BOXX Position: Q2 2026 in Review

CFS Investment Advisory Services held its Alpha Architect 1-3 Month Box ETF (BOXX) position steady in Q2 2026 at 4,185 shares worth $491K. The position accounts for 0.03% of the portfolio, ranked #254.

CFS Investment Advisory Services first reported a position in BOXX in Q1 2024 and has held it in 10 quarters since. The position peaked at $660K in Q4 2024. 375 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

CFS Investment Advisory Services held 4,185 shares of Alpha Architect 1-3 Month Box ETF worth $491K as of Q2 2026.
CFS Investment Advisory Services left its Alpha Architect 1-3 Month Box ETF share count unchanged in Q2 2026.
Alpha Architect 1-3 Month Box ETF made up 0.03% of CFS Investment Advisory Services's portfolio in Q2 2026, its #254 holding.
CFS Investment Advisory Services first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 10 quarters since.
CFS Investment Advisory Services's Alpha Architect 1-3 Month Box ETF position peaked at $660K in Q4 2024.
375 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.