Compass Ion Advisors’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Compass Ion Advisors’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	$24.5M	Buy	210,627 +4,005	+2%	+$463K	2.33%	11
2025 Q4	$23.8M	Sell	206,622 -932	-0.4%	-$107K	2.27%	11
2025 Q3	$23.6M	Sell	207,554 -17,016	-8%	-$1.93M	2.28%	11
2025 Q2	$25.3M	Sell	224,570 -27,994	-11%	-$3.14M	2.74%	8
2025 Q1	$28.2M	Sell	252,564 -16,395	-6%	-$1.82M	3.32%	6
2024 Q4	$29.7M	Sell	268,959 -2,747	-1%	-$301K	3.52%	5
2024 Q3	$29.6M	Buy	271,706 +110,662	+69%	+$12M	3.62%	5
2024 Q2	$17.1M	Buy	161,044 +3,254	+2%	+$349K	2.45%	8
2024 Q1	$16.8M	Buy	+157,790	New	+$16.7M	2.41%	8

Other funds holding BOXX

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

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

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

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

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

PPC

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

CFIM

Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

EFG

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

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

Compass Ion Advisors's BOXX Position: Q1 2026 in Review

Compass Ion Advisors increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 1.9% in Q1 2026, buying an estimated $463K and bringing the position to 210,627 shares worth $24.5M. The position accounts for 2.33% of the portfolio, ranked #11.

Compass Ion Advisors first reported a position in BOXX in Q1 2024 and has held it in 9 quarters since. The position peaked at $29.7M in Q4 2024. 333 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

Compass Ion Advisors held 210,627 shares of Alpha Architect 1-3 Month Box ETF worth $24.5M as of Q1 2026.
Compass Ion Advisors bought 4,005 Alpha Architect 1-3 Month Box ETF shares in Q1 2026, an estimated $463K.
Alpha Architect 1-3 Month Box ETF made up 2.33% of Compass Ion Advisors's portfolio in Q1 2026, its #11 holding.
Compass Ion Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 9 quarters since.
Compass Ion Advisors's Alpha Architect 1-3 Month Box ETF position peaked at $29.7M in Q4 2024.
333 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on Compass Ion Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.