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Cornerstone Planning Group’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Cornerstone Planning Group’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 		$129K Sell
1,100
-39
-3% -$4.55K 0.02% 208
2026
Q1 		$133K Buy
1,139
+647
+132% +$74.8K 0.02% 207
2025
Q4 		$56.8K Sell
492
-3,772
-88% -$432K 0.01% 314
2025
Q3 		$1.2M Buy
4,264
+3,772
+767% +$427K 0.19% 55
2025
Q2 		$55.6K Buy
492
+312
+173% +$35K 0.01% 220
2025
Q1 		$20.1K Buy
180
+90
+100% +$9.98K ﹤0.01% 411
2024
Q4 		$9.96K Buy
+90
New +$9.86K ﹤0.01% 431

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

Cornerstone Planning Group's BOXX Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 3.4% in Q2 2026, selling an estimated $4.55K and leaving 1,100 shares worth $129K. The position accounts for 0.02% of the portfolio, ranked #208.

Cornerstone Planning Group first reported a position in BOXX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.2M in Q3 2025. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Cornerstone Planning Group held 1,100 shares of Alpha Architect 1-3 Month Box ETF worth $129K as of Q2 2026.
  • Cornerstone Planning Group sold 39 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $4.55K.
  • Alpha Architect 1-3 Month Box ETF made up 0.02% of Cornerstone Planning Group's portfolio in Q2 2026, its #208 holding.
  • Cornerstone Planning Group first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2024 and has held it in 7 quarters since.
  • Cornerstone Planning Group's Alpha Architect 1-3 Month Box ETF position peaked at $1.2M in Q3 2025.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.