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

Evolution Wealth Management’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	$984K	Buy	+8,401	New	+$980K	0.58%	33

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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 Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Evolution Wealth Management's BOXX Position: Q2 2026 in Review

Evolution Wealth Management opened a new position in Alpha Architect 1-3 Month Box ETF (BOXX) in Q2 2026: 8,401 shares worth $984K. The stake represents 0.58% of the portfolio and ranks #33 among its holdings.

372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Evolution Wealth Management held 8,401 shares of Alpha Architect 1-3 Month Box ETF worth $984K as of Q2 2026.
Alpha Architect 1-3 Month Box ETF was a new Evolution Wealth Management position in Q2 2026.
Alpha Architect 1-3 Month Box ETF made up 0.58% of Evolution Wealth Management's portfolio in Q2 2026, its #33 holding.
372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.