Concurrent Investment Advisors
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Concurrent Investment Advisors’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Concurrent Investment 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
Q2 		$415K Sell
3,542
-5,534
-61% -$646K ﹤0.01% 1509
2026
Q1 		$1.06M Sell
9,076
-410
-4% -$47.4K 0.01% 854
2025
Q4 		$1.09M Buy
9,486
+6,199
+189% +$709K 0.01% 785
2025
Q3 		$374K Sell
3,287
-850
-21% -$96.3K 0.01% 1050
2025
Q2 		$466K Buy
+4,137
New +$464K 0.01% 875

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Empowered Funds
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DI
Deeter Investments Austin, Texas $721M AUM
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HighTower Advisors
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

Concurrent Investment Advisors's BOXX Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 61% in Q2 2026, selling an estimated $646K and leaving 3,542 shares worth $415K. The position accounts for ﹤0.01% of the portfolio, ranked #1509.

Concurrent Investment Advisors first reported a position in BOXX in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.09M in Q4 2025. 375 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Concurrent Investment Advisors held 3,542 shares of Alpha Architect 1-3 Month Box ETF worth $415K as of Q2 2026.
  • Concurrent Investment Advisors sold 5,534 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $646K.
  • Alpha Architect 1-3 Month Box ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1509 holding.
  • Concurrent Investment Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2025 and has held it in 5 quarters since.
  • Concurrent Investment Advisors's Alpha Architect 1-3 Month Box ETF position peaked at $1.09M in Q4 2025.
  • 375 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.