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CLG LLC’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

CLG LLC’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 		$909K Sell
7,759
-80
-1% -$9.34K 0.2% 63
2026
Q1 		$912K Buy
7,839
+267
+4% +$30.9K 0.23% 52
2025
Q4 		$872K Buy
7,572
+278
+4% +$31.8K 0.22% 56
2025
Q3 		$831K Sell
7,294
-620
-8% -$70.2K 0.23% 60
2025
Q2 		$892K Sell
7,914
-3,425
-30% -$384K 0.28% 54
2025
Q1 		$1.26M Buy
11,339
+180
+2% +$20K 0.44% 44
2024
Q4 		$1.23M Buy
+11,159
New +$1.22M 0.44% 46

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HighTower Advisors
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
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

CLG LLC's BOXX Position: Q2 2026 in Review

CLG LLC reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 1% in Q2 2026, selling an estimated $9.34K and leaving 7,759 shares worth $909K. The position accounts for 0.2% of the portfolio, ranked #63.

CLG LLC first reported a position in BOXX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.26M in Q1 2025. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • CLG LLC held 7,759 shares of Alpha Architect 1-3 Month Box ETF worth $909K as of Q2 2026.
  • CLG LLC sold 80 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $9.34K.
  • Alpha Architect 1-3 Month Box ETF made up 0.2% of CLG LLC's portfolio in Q2 2026, its #63 holding.
  • CLG LLC first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2024 and has held it in 7 quarters since.
  • CLG LLC's Alpha Architect 1-3 Month Box ETF position peaked at $1.26M in Q1 2025.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on CLG LLC's 13F filing for Q2 2026, filed 16 Jul 2026.