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 Q2	$1.58M	Buy	+13,453	New	+$1.57M	﹤0.01%	2288
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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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 Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Creative Planning's BOXX Position: Q2 2026 in Review

Creative Planning opened a new position in Alpha Architect 1-3 Month Box ETF (BOXX) in Q2 2026: 13,453 shares worth $1.58M. The stake represents ﹤0.01% of the portfolio and ranks #2288 among its holdings. This is a return to the name: Creative Planning previously reported a position in BOXX as recently as Q4 2025.

Creative Planning first reported a position in BOXX in Q1 2024 and has held it in 8 quarters since. The position peaked at $21.3M in Q2 2024. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Creative Planning held 13,453 shares of Alpha Architect 1-3 Month Box ETF worth $1.58M as of Q2 2026.
Alpha Architect 1-3 Month Box ETF was a new Creative Planning position in Q2 2026.
Alpha Architect 1-3 Month Box ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2288 holding.
Creative Planning first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 8 quarters since.
Creative Planning's Alpha Architect 1-3 Month Box ETF position peaked at $21.3M in Q2 2024.
373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.