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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 $59.8B 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

Enzi Wealth's BOXX Position: Q2 2026 in Review

Enzi Wealth increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 16% in Q2 2026, buying an estimated $812K and bringing the position to 49,447 shares worth $5.81M. The position accounts for 1.84% of the portfolio, ranked #11.

Enzi Wealth first reported a position in BOXX in Q2 2024 and has held it in 9 quarters since. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Enzi Wealth held 49,447 shares of Alpha Architect 1-3 Month Box ETF worth $5.81M as of Q2 2026.
  • Enzi Wealth bought 6,957 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $812K.
  • Alpha Architect 1-3 Month Box ETF made up 1.84% of Enzi Wealth's portfolio in Q2 2026, its #11 holding.
  • Enzi Wealth first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2024 and has held it in 9 quarters since.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Enzi Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.