Enzi Wealth’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Enzi Wealth’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	$5.81M	Buy	49,447 +6,957	+16%	+$812K	1.84%	11
2026 Q1	$4.94M	Buy	42,490 +7,587	+22%	+$878K	1.72%	11
2025 Q4	$4.02M	Buy	34,903 +3,775	+12%	+$432K	1.42%	11
2025 Q3	$3.55M	Buy	31,128 +13,580	+77%	+$1.54M	1.25%	19
2025 Q2	$1.98M	Buy	17,548 +144	+0.8%	+$16.1K	0.73%	22
2025 Q1	$1.95M	Sell	17,404 -2,918	-14%	-$324K	0.79%	21
2024 Q4	$2.25M	Buy	20,322 +5,596	+38%	+$613K	0.86%	21
2024 Q3	$1.61M	Buy	14,726 +10,571	+254%	+$1.15M	0.63%	22
2024 Q2	$448K	Buy	+4,155	New	+$445K	0.2%	38

Other funds holding BOXX

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Avondale Wealth Management West Lake Hills, Texas $245M AUM 28.83% 1-Year Est. Return

Client First Investment Management West Bend, Wisconsin $237M AUM 90.27% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

Innova Wealth Partners Newtown, Pennsylvania $242M AUM 24.7% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $338M AUM 13.09% 1-Year Est. Return