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EF
Empowered Funds’s
Alpha Architect 1-3 Month Box ETF
BOXX
Stock Holding History
Empowered Funds’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
$112M
Buy
959,025
+667,207
+229%
+$77.2M
0.71%
14
2025
Q4
$33.6M
Buy
291,818
+76,297
+35%
+$8.73M
0.57%
30
2025
Q3
$24.5M
Sell
215,521
-215,373
-50%
-$24.4M
0.25%
63
2025
Q2
$48.6M
Buy
430,894
+182,157
+73%
+$20.4M
0.55%
19
2025
Q1
$27.7M
Buy
248,737
+179,455
+259%
+$19.9M
0.39%
33
2024
Q4
$7.64M
Sell
69,282
-247,156
-78%
-$27.1M
0.11%
244
2024
Q3
$34.5M
Sell
316,438
-760,551
-71%
-$82.4M
0.54%
18
2024
Q2
$116M
Sell
1,076,989
-73,734
-6%
-$7.9M
2.01%
2
2024
Q1
$123M
Buy
1,150,723
+55,000
+5%
+$5.82M
2.21%
1
2023
Q4
$115M
Buy
1,095,723
+60,723
+6%
+$6.34M
2.89%
1
2023
Q3
$107M
Buy
1,035,000
+33,720
+3%
+$3.47M
3.16%
1
2023
Q2
$102M
Buy
1,001,280
+41,280
+4%
+$4.2M
3.6%
1
2023
Q1
$97.2M
Buy
+960,000
New
+$96.6M
5.73%
1
Other funds holding BOXX
Wealth Enhancement Advisory Services
Plymouth, Minnesota
$45.5B AUM
21.01%
1-Year Est. Return
Rockefeller Capital Management
New York
$56.4B AUM
24.96%
1-Year Est. Return
TWD
True Wealth Design
Akron, Ohio
$360M AUM
18.28%
1-Year Est. Return
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
Chicago, Illinois
$94.2B AUM
21.24%
1-Year Est. Return
IA
Insight Advisors
Newtown, Pennsylvania
$525M AUM
15.94%
1-Year Est. Return
ACM
ADAR1 Capital Management
Austin, Texas
$1.66B AUM
340.85%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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