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 Q3	–	Sell	-1,100	Closed	-$129K	–	366
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%	+$10K	﹤0.01%	411
2024 Q4	$10K	Buy	+90	New	+$9.9K	﹤0.01%	431

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Elevatus Welath Management Victor, New York $415M AUM 55.85% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return

Cornerstone Planning Group's BOXX Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q3 2026, closing a stake of 1,100 shares — an estimated $129K sold.

Cornerstone Planning Group first reported a position in BOXX in Q4 2024 and held it in 7 quarters. The position peaked at $1.2M in Q3 2025. 130 funds tracked by Wall St. Rank hold BOXX as of Q3 2026.

Cornerstone Planning Group reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 1,100 Alpha Architect 1-3 Month Box ETF shares in Q3 2026, an estimated $129K.
Cornerstone Planning Group first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2024 and held it in 7 quarters.
Cornerstone Planning Group's Alpha Architect 1-3 Month Box ETF position peaked at $1.2M in Q3 2025.
130 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.