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 Q1	$4.3M	Sell	36,989 -1,197	-3%	-$138K	0.68%	32
2025 Q4	$4.4M	Sell	38,186 -7,552	-17%	-$864K	0.73%	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

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Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Rockefeller Capital Management

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

True Wealth Design Akron, Ohio $360M AUM 18.28% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return

Client First Investment Management West Bend, Wisconsin $237M AUM 90.27% 1-Year Est. Return

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return