Envestnet Asset Management
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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
Q2 		$7.17M Buy
61,359
+10,708
+21% +$1.25M ﹤0.01% 2188
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

Other funds holding BOXX

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Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 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

Envestnet Asset Management's BOXX Position: Q2 2026 in Review

Envestnet Asset Management increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 21% in Q2 2026, buying an estimated $1.25M and bringing the position to 61,359 shares worth $7.17M. The position accounts for ﹤0.01% of the portfolio, ranked #2188.

Envestnet Asset Management first reported a position in BOXX in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.52M in Q4 2025. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Envestnet Asset Management held 61,359 shares of Alpha Architect 1-3 Month Box ETF worth $7.17M as of Q2 2026.
  • Envestnet Asset Management bought 10,708 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $1.25M.
  • Alpha Architect 1-3 Month Box ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2188 holding.
  • Envestnet Asset Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 10 quarters since.
  • Envestnet Asset Management's Alpha Architect 1-3 Month Box ETF position peaked at $7.52M in Q4 2025.
  • 372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.