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 Q3	$941K	Buy	7,949 +190	+2%	+$22.4K	0.2%	58
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	$830K	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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 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

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

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return

CLG LLC's BOXX Position: Q3 2026 in Review

CLG LLC increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 2.4% in Q3 2026, buying an estimated $22.4K and bringing the position to 7,949 shares worth $941K. The position accounts for 0.2% of the portfolio, ranked #58.

CLG LLC first reported a position in BOXX in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.26M in Q1 2025. 130 funds tracked by Wall St. Rank hold BOXX as of Q3 2026.

CLG LLC held 7,949 shares of Alpha Architect 1-3 Month Box ETF worth $941K as of Q3 2026.
CLG LLC bought 190 Alpha Architect 1-3 Month Box ETF shares in Q3 2026, an estimated $22.4K.
Alpha Architect 1-3 Month Box ETF made up 0.2% of CLG LLC's portfolio in Q3 2026, its #58 holding.
CLG LLC first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2024 and has held it in 8 quarters since.
CLG LLC's Alpha Architect 1-3 Month Box ETF position peaked at $1.26M in Q1 2025.
130 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2026.

Based on CLG LLC's 13F filing for Q3 2026, filed 13 Oct 2026.