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Chicago Partners Investment Group’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Chicago Partners Investment Group’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 		$4.82M Buy
+41,026
New +$4.79M 0.1% 183
2026
Q1 		– Sell
-1,736
Closed -$200K – 1498
2025
Q4 		$200K Buy
+1,736
New +$199K ﹤0.01% 1227
2025
Q1 		– Sell
-80,696
Closed -$8.91M – 941
2024
Q4 		$8.91M Buy
+80,696
New +$8.84M 0.3% 74

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
PIA
Pinion Investment Advisors Wichita, Kansas $527M AUM 24.64% 1-Year Est. Return
BCG
Bravias Capital Group Iselin, New Jersey $168M AUM 24.02% 1-Year Est. Return

Chicago Partners Investment Group's BOXX Position: Q2 2026 in Review

Chicago Partners Investment Group opened a new position in Alpha Architect 1-3 Month Box ETF (BOXX) in Q2 2026: 41,026 shares worth $4.82M. The stake represents 0.1% of the portfolio and ranks #183 among its holdings. This is a return to the name: Chicago Partners Investment Group previously reported a position in BOXX as recently as Q4 2025.

Chicago Partners Investment Group first reported a position in BOXX in Q4 2024 and has held it in 3 quarters since. The position peaked at $8.91M in Q4 2024. 232 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Chicago Partners Investment Group held 41,026 shares of Alpha Architect 1-3 Month Box ETF worth $4.82M as of Q2 2026.
  • Alpha Architect 1-3 Month Box ETF was a new Chicago Partners Investment Group position in Q2 2026.
  • Alpha Architect 1-3 Month Box ETF made up 0.1% of Chicago Partners Investment Group's portfolio in Q2 2026, its #183 holding.
  • Chicago Partners Investment Group first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2024 and has held it in 3 quarters since.
  • Chicago Partners Investment Group's Alpha Architect 1-3 Month Box ETF position peaked at $8.91M in Q4 2024.
  • 232 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.