Commonwealth Equity Services
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Commonwealth Equity Services’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Commonwealth Equity Services’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 		$6.95M Sell
59,399
-6,845
-10% -$799K 0.01% 1172
2026
Q1 		$7.7M Sell
66,244
-7,108
-10% -$822K 0.01% 1058
2025
Q4 		$8.44M Buy
73,352
+18,017
+33% +$2.06M 0.01% 984
2025
Q3 		$6.3M Sell
55,335
-3,506
-6% -$397K 0.01% 1188
2025
Q2 		$6.63M Sell
58,841
-123,060
-68% -$13.8M 0.01% 1127
2025
Q1 		$20.3M Buy
181,901
+153,777
+547% +$17.1M 0.03% 554
2024
Q4 		$3.1M Buy
28,124
+21,693
+337% +$2.38M ﹤0.01% 1561
2024
Q3 		$701K Sell
6,431
-2,791
-30% -$302K ﹤0.01% 2614
2024
Q2 		$994K Buy
9,222
+5,270
+133% +$565K ﹤0.01% 2290
2024
Q1 		$421K Buy
+3,952
New +$418K ﹤0.01% 2968

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TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
WH
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
CG
Castellan Group Louisville, Kentucky $912M AUM 55.71% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

Commonwealth Equity Services's BOXX Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 10% in Q2 2026, selling an estimated $799K and leaving 59,399 shares worth $6.95M. The position accounts for 0.01% of the portfolio, ranked #1172.

Commonwealth Equity Services first reported a position in BOXX in Q1 2024 and has held it in 10 quarters since. The position peaked at $20.3M in Q1 2025. 160 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Commonwealth Equity Services held 59,399 shares of Alpha Architect 1-3 Month Box ETF worth $6.95M as of Q2 2026.
  • Commonwealth Equity Services sold 6,845 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $799K.
  • Alpha Architect 1-3 Month Box ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1172 holding.
  • Commonwealth Equity Services first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 10 quarters since.
  • Commonwealth Equity Services's Alpha Architect 1-3 Month Box ETF position peaked at $20.3M in Q1 2025.
  • 160 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.