Client First Investment Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Client First Investment Management’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	$18.1M	Sell	154,198 -252,668	-62%	-$29.5M	7.61%	3
2026 Q1	$47.3M	Buy	406,866 +267,109	+191%	+$30.9M	24.6%	2
2025 Q4	$16.1M	Sell	139,757 -24,456	-15%	-$2.8M	8.44%	3
2025 Q3	$18.7M	Sell	164,213 -73,909	-31%	-$8.37M	9.54%	2
2025 Q2	$26.8M	Sell	238,122 -80,663	-25%	-$9.04M	16.46%	2
2025 Q1	$35.5M	Buy	318,785 +262,731	+469%	+$29.1M	24.1%	2
2024 Q4	$6.18M	Buy	56,054 +15,554	+38%	+$1.7M	3.97%	4
2024 Q3	$4.41M	Sell	40,500 -19,754	-33%	-$2.14M	3.37%	5
2024 Q2	$6.5M	Sell	60,254 -27,939	-32%	-$2.99M	5.05%	4
2024 Q1	$9.39M	Buy	+88,193	New	+$9.33M	7.45%	3

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

AWM

Avondale Wealth Management West Lake Hills, Texas $245M AUM 28.83% 1-Year Est. Return

OCA

Optimus Capital Advisors Coppel, Texas $186M AUM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

Client First Investment Management's BOXX Position: Q2 2026 in Review

Client First Investment Management reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 62% in Q2 2026, selling an estimated $29.5M and leaving 154,198 shares worth $18.1M. The position accounts for 7.61% of the portfolio, ranked #3.

Client First Investment Management first reported a position in BOXX in Q1 2024 and has held it in 10 quarters since. The position peaked at $47.3M in Q1 2026. 79 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Client First Investment Management held 154,198 shares of Alpha Architect 1-3 Month Box ETF worth $18.1M as of Q2 2026.
Client First Investment Management sold 252,668 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $29.5M.
Alpha Architect 1-3 Month Box ETF made up 7.61% of Client First Investment Management's portfolio in Q2 2026, its #3 holding.
Client First Investment Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 10 quarters since.
Client First Investment Management's Alpha Architect 1-3 Month Box ETF position peaked at $47.3M in Q1 2026.
79 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Client First Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.