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Coldstream Capital Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Coldstream Capital 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 		$1.91M Buy
16,325
+1,973
+14% +$230K 0.02% 322
2026
Q1 		$1.67M Sell
14,352
-8,783
-38% -$1.02M 0.02% 342
2025
Q4 		$2.66M Buy
+23,135
New +$2.65M 0.03% 224

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

Coldstream Capital Management's BOXX Position: Q2 2026 in Review

Coldstream Capital Management increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 14% in Q2 2026, buying an estimated $230K and bringing the position to 16,325 shares worth $1.91M. The position accounts for 0.02% of the portfolio, ranked #322.

Coldstream Capital Management first reported a position in BOXX in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.66M in Q4 2025. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Coldstream Capital Management held 16,325 shares of Alpha Architect 1-3 Month Box ETF worth $1.91M as of Q2 2026.
  • Coldstream Capital Management bought 1,973 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $230K.
  • Alpha Architect 1-3 Month Box ETF made up 0.02% of Coldstream Capital Management's portfolio in Q2 2026, its #322 holding.
  • Coldstream Capital Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2025 and has held it in 3 quarters since.
  • Coldstream Capital Management's Alpha Architect 1-3 Month Box ETF position peaked at $2.66M in Q4 2025.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.