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

Commonwealth Financial 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	$7.81M	Buy	66,708 +29,719	+80%	+$3.47M	1.05%	17
2026 Q1	$4.3M	Sell	36,989 -1,197	-3%	-$138K	0.68%	32
2025 Q4	$4.4M	Sell	38,186 -7,552	-17%	-$864K	0.72%	35
2025 Q3	$5.21M	Buy	45,738 +17,762	+63%	+$2.01M	0.89%	34
2025 Q2	$3.15M	Sell	27,976 -4,753	-15%	-$533K	0.61%	39
2025 Q1	$3.65M	Sell	32,729 -8,410	-20%	-$933K	0.75%	36
2024 Q4	$4.54M	Buy	41,139 +927	+2%	+$102K	0.89%	34
2024 Q3	$4.38M	Sell	40,212 -6,523	-14%	-$707K	0.87%	34
2024 Q2	$5.04M	Buy	46,735 +5,601	+14%	+$600K	1.04%	28
2024 Q1	$4.33M	Hold	41,134	–	–	1.02%	28
2023 Q4	$4.33M	Buy	41,134 +10,814	+36%	+$1.13M	1.02%	28
2023 Q3	$3.14M	Buy	+30,320	New	+$3.12M	0.94%	29

Other funds holding BOXX

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

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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 Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

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

Commonwealth Financial Services increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 80% in Q2 2026, buying an estimated $3.47M and bringing the position to 66,708 shares worth $7.81M. The position accounts for 1.05% of the portfolio, ranked #17.

Commonwealth Financial Services first reported a position in BOXX in Q3 2023 and has held it in 12 quarters since. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Commonwealth Financial Services held 66,708 shares of Alpha Architect 1-3 Month Box ETF worth $7.81M as of Q2 2026.
Commonwealth Financial Services bought 29,719 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $3.47M.
Alpha Architect 1-3 Month Box ETF made up 1.05% of Commonwealth Financial Services's portfolio in Q2 2026, its #17 holding.
Commonwealth Financial Services first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2023 and has held it in 12 quarters since.
372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.