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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
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

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EF
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Rockefeller Capital Management
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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 90.27% 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