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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
Q2 		$26.1M Sell
222,040
-182,511
-45% -$21.3M 1.75% 10
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

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

Ethos Financial Group's BOXX Position: Q2 2026 in Review

Ethos Financial Group reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 45% in Q2 2026, selling an estimated $21.3M and leaving 222,040 shares worth $26.1M. The position accounts for 1.75% of the portfolio, ranked #10.

Ethos Financial Group first reported a position in BOXX in Q1 2024 and has held it in 10 quarters since. The position peaked at $47M in Q1 2026. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Ethos Financial Group held 222,040 shares of Alpha Architect 1-3 Month Box ETF worth $26.1M as of Q2 2026.
  • Ethos Financial Group sold 182,511 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $21.3M.
  • Alpha Architect 1-3 Month Box ETF made up 1.75% of Ethos Financial Group's portfolio in Q2 2026, its #10 holding.
  • Ethos Financial Group first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 10 quarters since.
  • Ethos Financial Group's Alpha Architect 1-3 Month Box ETF position peaked at $47M in Q1 2026.
  • 372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.