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Continuum Wealth Advisors’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Continuum Wealth 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 		$1.27M Sell
10,864
-258
-2% -$30.1K 0.43% 22
2026
Q1 		$1.29M Buy
11,122
+84
+0.8% +$9.72K 0.54% 20
2025
Q4 		$1.27M Buy
11,038
+1,405
+15% +$161K 0.49% 20
2025
Q3 		$1.1M Buy
9,633
+119
+1% +$13.5K 0.47% 22
2025
Q2 		$1.07M Buy
9,514
+897
+10% +$101K 0.51% 20
2025
Q1 		$961K Sell
8,617
-16,048
-65% -$1.78M 0.49% 22
2024
Q4 		$2.72M Buy
24,665
+6,411
+35% +$703K 1.38% 15
2024
Q3 		$1.99M Buy
18,254
+12,011
+192% +$1.3M 1.07% 17
2024
Q2 		$673K Buy
6,243
+28
+0.5% +$3K 0.35% 23
2024
Q1 		$662K Buy
6,215
+1,902
+44% +$201K 0.37% 25
2023
Q4 		$454K Buy
4,313
+200
+5% +$20.9K 0.29% 25
2023
Q3 		$426K Hold
4,113
– – 0.3% 26
2023
Q2 		$421K Buy
+4,113
New +$419K 0.3% 26

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
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
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 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
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Continuum Wealth Advisors's BOXX Position: Q2 2026 in Review

Continuum Wealth Advisors reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 2.3% in Q2 2026, selling an estimated $30.1K and leaving 10,864 shares worth $1.27M. The position accounts for 0.43% of the portfolio, ranked #22.

Continuum Wealth Advisors first reported a position in BOXX in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.72M in Q4 2024. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Continuum Wealth Advisors held 10,864 shares of Alpha Architect 1-3 Month Box ETF worth $1.27M as of Q2 2026.
  • Continuum Wealth Advisors sold 258 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $30.1K.
  • Alpha Architect 1-3 Month Box ETF made up 0.43% of Continuum Wealth Advisors's portfolio in Q2 2026, its #22 holding.
  • Continuum Wealth Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2023 and has held it in 13 quarters since.
  • Continuum Wealth Advisors's Alpha Architect 1-3 Month Box ETF position peaked at $2.72M in Q4 2024.
  • 372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Continuum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.