Corient Private Wealth
BOXX icon

Corient Private Wealth’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Corient Private Wealth’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 		– Sell
-6,195
Closed -$713K – 2857
2025
Q4 		$713K Buy
+6,195
New +$709K ﹤0.01% 1682
2025
Q2 		– Sell
-2,650
Closed -$295K – 2448
2025
Q1 		$295K Hold
2,650
– – ﹤0.01% 1862
2024
Q4 		$292K Buy
+2,650
New +$290K ﹤0.01% 1909
2024
Q3 		– Sell
-2,397
Closed -$258K – 2479
2024
Q2 		$258K Buy
2,397
+47
+2% +$5.04K ﹤0.01% 1996
2024
Q1 		$250K Buy
+2,350
New +$249K ﹤0.01% 1991

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
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PPC
Pennington Partners & Co Bethesda, Maryland $312M AUM 19.76% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Corient Private Wealth's BOXX Position: Q1 2026 in Review

Corient Private Wealth sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q1 2026, closing a stake of 6,195 shares — an estimated $713K sold.

Corient Private Wealth first reported a position in BOXX in Q1 2024 and held it in 5 quarters. The position peaked at $713K in Q4 2025. 335 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

  • Corient Private Wealth reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q1 2026 after selling out during the quarter.
  • Corient Private Wealth sold 6,195 Alpha Architect 1-3 Month Box ETF shares in Q1 2026, an estimated $713K.
  • Corient Private Wealth first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and held it in 5 quarters.
  • Corient Private Wealth's Alpha Architect 1-3 Month Box ETF position peaked at $713K in Q4 2025.
  • 335 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.