D.A. Davidson & Co’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

D.A. Davidson & Co’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	$6.65M	Sell	56,801 -2,805	-5%	-$327K	0.04%	348
2026 Q1	$6.93M	Hold	59,606	–	–	0.04%	318
2025 Q4	$6.86M	Buy	59,606 +3,675	+7%	+$420K	0.04%	311
2025 Q3	$6.37M	Sell	55,931 -1,798	-3%	-$204K	0.04%	317
2025 Q2	$6.5M	Buy	57,729 +7,380	+15%	+$827K	0.05%	281
2025 Q1	$5.61M	Buy	50,349 +4,520	+10%	+$501K	0.05%	304
2024 Q4	$5.05M	Buy	45,829 +4,464	+11%	+$489K	0.04%	321
2024 Q3	$4.51M	Buy	41,365 +3,600	+10%	+$390K	0.04%	347
2024 Q2	$4.07M	Buy	37,765 +6,160	+19%	+$660K	0.04%	348
2024 Q1	$3.36M	Buy	+31,605	New	+$3.34M	0.03%	398

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

D.A. Davidson & Co's BOXX Position: Q2 2026 in Review

D.A. Davidson & Co reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 4.7% in Q2 2026, selling an estimated $327K and leaving 56,801 shares worth $6.65M. The position accounts for 0.04% of the portfolio, ranked #348.

D.A. Davidson & Co first reported a position in BOXX in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.93M in Q1 2026. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

D.A. Davidson & Co held 56,801 shares of Alpha Architect 1-3 Month Box ETF worth $6.65M as of Q2 2026.
D.A. Davidson & Co sold 2,805 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $327K.
Alpha Architect 1-3 Month Box ETF made up 0.04% of D.A. Davidson & Co's portfolio in Q2 2026, its #348 holding.
D.A. Davidson & Co first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 10 quarters since.
D.A. Davidson & Co's Alpha Architect 1-3 Month Box ETF position peaked at $6.93M in Q1 2026.
373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.