EF
BOXX icon

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
Q2 		$108M Sell
923,075
-35,950
-4% -$4.2M 0.57% 20
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HighTower Advisors
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
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empowered Funds's BOXX Position: Q2 2026 in Review

Empowered Funds reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 3.7% in Q2 2026, selling an estimated $4.2M and leaving 923,075 shares worth $108M. The position accounts for 0.57% of the portfolio, ranked #20.

Empowered Funds first reported a position in BOXX in Q1 2023 and has held it in 14 quarters since. The position peaked at $123M in Q1 2024. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Empowered Funds held 923,075 shares of Alpha Architect 1-3 Month Box ETF worth $108M as of Q2 2026.
  • Empowered Funds sold 35,950 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $4.2M.
  • Alpha Architect 1-3 Month Box ETF made up 0.57% of Empowered Funds's portfolio in Q2 2026, its #20 holding.
  • Empowered Funds first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2023 and has held it in 14 quarters since.
  • Empowered Funds's Alpha Architect 1-3 Month Box ETF position peaked at $123M in Q1 2024.
  • 372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.