Clearstead Advisors’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Clearstead Advisors’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 Q3	$2.23K	Buy	+19	New	+$2.24K	﹤0.01%	2447

Other funds holding BOXX

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Almanack Investment Partners Wayne, Pennsylvania $833M AUM 25.48% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

Opus Capital Group Cincinnati, Ohio $1.02B AUM 13.75% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Elevatus Welath Management Victor, New York $415M AUM 55.85% 1-Year Est. Return

Clearstead Advisors's BOXX Position: Q3 2026 in Review

Clearstead Advisors opened a new position in Alpha Architect 1-3 Month Box ETF (BOXX) in Q3 2026: 19 shares worth $2.23K. The stake represents ﹤0.01% of the portfolio and ranks #2447 among its holdings.

229 funds tracked by Wall St. Rank hold BOXX as of Q3 2026.

Clearstead Advisors held 19 shares of Alpha Architect 1-3 Month Box ETF worth $2.23K as of Q3 2026.
Alpha Architect 1-3 Month Box ETF was a new Clearstead Advisors position in Q3 2026.
Alpha Architect 1-3 Month Box ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #2447 holding.
229 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.