Envestnet Asset Management

Envestnet Asset Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Envestnet Asset Management’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	$5.89M	Sell	50,651 -14,708	-23%	-$1.7M	﹤0.01%	2201
2025 Q4	$7.52M	Buy	65,359 +6,756	+12%	+$773K	﹤0.01%	1897
2025 Q3	$6.67M	Buy	58,603 +34,031	+138%	+$3.85M	﹤0.01%	2038
2025 Q2	$2.77M	Buy	24,572 +4,089	+20%	+$458K	﹤0.01%	2601
2025 Q1	$2.28M	Buy	20,483 +3,045	+17%	+$338K	﹤0.01%	2644
2024 Q4	$1.92M	Buy	17,438 +7,663	+78%	+$840K	﹤0.01%	2708
2024 Q3	$1.06M	Buy	9,775 +3,692	+61%	+$400K	﹤0.01%	3101
2024 Q2	$656K	Sell	6,083 -12,836	-68%	-$1.38M	﹤0.01%	3298
2024 Q1	$2.01M	Buy	+18,919	New	+$2M	﹤0.01%	2566

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