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Collaborative Wealth Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Collaborative Wealth 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
Q1 		– Sell
-4,402
Closed -$507K – 173
2025
Q4 		$507K Hold
4,402
– – 0.18% 108
2025
Q3 		$501K Buy
+4,402
New +$499K 0.2% 96

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CFIM
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Collaborative Wealth Management's BOXX Position: Q1 2026 in Review

Collaborative Wealth Management sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q1 2026, closing a stake of 4,402 shares — an estimated $507K sold.

Collaborative Wealth Management first reported a position in BOXX in Q3 2025 and held it in 2 quarters. The position peaked at $507K in Q4 2025. 336 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

  • Collaborative Wealth Management reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q1 2026 after selling out during the quarter.
  • Collaborative Wealth Management sold 4,402 Alpha Architect 1-3 Month Box ETF shares in Q1 2026, an estimated $507K.
  • Collaborative Wealth Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2025 and held it in 2 quarters.
  • Collaborative Wealth Management's Alpha Architect 1-3 Month Box ETF position peaked at $507K in Q4 2025.
  • 336 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.