Ethos Financial Group’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Ethos Financial Group’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	$47M	Buy	404,551 +86,610	+27%	+$10M	3.44%	3
2025 Q4	$36.6M	Buy	317,941 +13,401	+4%	+$1.53M	2.7%	5
2025 Q3	$34.7M	Buy	304,540 +33,143	+12%	+$3.75M	2.72%	5
2025 Q2	$30.6M	Sell	271,397 -54,600	-17%	-$6.12M	2.63%	3
2025 Q1	$36M	Sell	325,997 -5	-0%	-$555	3.44%	2
2024 Q4	$36M	Sell	326,002 -7,786	-2%	-$853K	4.69%	2
2024 Q3	$36.4M	Buy	333,788 +78,824	+31%	+$8.54M	6%	2
2024 Q2	$27.5M	Buy	254,964 +193,524	+315%	+$20.7M	4.84%	2
2024 Q1	$6.54M	Buy	+61,440	New	+$6.5M	1.24%	28

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Rockefeller Capital Management

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

True Wealth Design Akron, Ohio $360M AUM 18.28% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return

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

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

ADAR1 Capital Management Austin, Texas $1.66B AUM 340.85% 1-Year Est. Return