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Epic Trust Investment Advisors’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Epic Trust Investment Advisors’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
2024
Q2 		$1.58M Buy
14,679
+10,515
+253% +$1.13M 1.74% 11
2024
Q1 		$443K Buy
+4,164
New +$441K 0.55% 45

Other funds holding BOXX

EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
LP
LGL Partners Philadelphia, Pennsylvania $273M AUM 24.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
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 $56.4B AUM 24.96% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Epic Trust Investment Advisors's BOXX Position: Q2 2024 in Review

Epic Trust Investment Advisors increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 253% in Q2 2024, buying an estimated $1.13M and bringing the position to 14,679 shares worth $1.58M. The position accounts for 1.74% of the portfolio, ranked #11.

Epic Trust Investment Advisors first reported a position in BOXX in Q1 2024 and has held it in 2 quarters since. 156 funds tracked by Wall St. Rank hold BOXX as of Q2 2024.

  • Epic Trust Investment Advisors held 14,679 shares of Alpha Architect 1-3 Month Box ETF worth $1.58M as of Q2 2024.
  • Epic Trust Investment Advisors bought 10,515 Alpha Architect 1-3 Month Box ETF shares in Q2 2024, an estimated $1.13M.
  • Alpha Architect 1-3 Month Box ETF made up 1.74% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #11 holding.
  • Epic Trust Investment Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 2 quarters since.
  • 156 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.