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Copia Wealth Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Copia Wealth Management’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 		$391K Buy
3,337
+1,538
+85% +$179K 0.23% 81
2026
Q1 		$209K Buy
+1,799
New +$208K 0.14% 104

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IA
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Copia Wealth Management's BOXX Position: Q2 2026 in Review

Copia Wealth Management increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 85% in Q2 2026, buying an estimated $179K and bringing the position to 3,337 shares worth $391K. The position accounts for 0.23% of the portfolio, ranked #81.

Copia Wealth Management first reported a position in BOXX in Q1 2026 and has held it in 2 quarters since. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Copia Wealth Management held 3,337 shares of Alpha Architect 1-3 Month Box ETF worth $391K as of Q2 2026.
  • Copia Wealth Management bought 1,538 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $179K.
  • Alpha Architect 1-3 Month Box ETF made up 0.23% of Copia Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Copia Wealth Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2026 and has held it in 2 quarters since.
  • 372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.