Creative Planning
BOXX icon

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

Creative Planning’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
-3,615
Closed -$416K – 4107
2025
Q4 		$416K Buy
+3,615
New +$414K ﹤0.01% 2996
2025
Q3 		– Sell
-22,389
Closed -$2.52M – 3925
2025
Q2 		$2.52M Buy
22,389
+19,624
+710% +$2.2M ﹤0.01% 1151
2025
Q1 		$308K Buy
2,765
+458
+20% +$50.8K ﹤0.01% 2733
2024
Q4 		$254K Sell
2,307
-1,876
-45% -$206K ﹤0.01% 2801
2024
Q3 		$456K Sell
4,183
-193,446
-98% -$21M ﹤0.01% 2187
2024
Q2 		$21.3M Buy
197,629
+195,329
+8,493% +$20.9M 0.02% 252
2024
Q1 		$245K Buy
+2,300
New +$243K ﹤0.01% 2417

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 $15.7B AUM 34.02% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 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 $38.8B AUM 21.88% 1-Year Est. Return
PPC
Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

Creative Planning's BOXX Position: Q1 2026 in Review

Creative Planning sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q1 2026, closing a stake of 3,615 shares — an estimated $416K sold.

Creative Planning first reported a position in BOXX in Q1 2024 and held it in 7 quarters. The position peaked at $21.3M in Q2 2024. 333 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

  • Creative Planning reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q1 2026 after selling out during the quarter.
  • Creative Planning sold 3,615 Alpha Architect 1-3 Month Box ETF shares in Q1 2026, an estimated $416K.
  • Creative Planning first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and held it in 7 quarters.
  • Creative Planning's Alpha Architect 1-3 Month Box ETF position peaked at $21.3M in Q2 2024.
  • 333 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.