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Farther Finance Advisors’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Farther Finance 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
2026
Q3 		$11.5M Sell
97,312
-8,874
-8% -$1.05M 0.08% 211
2026
Q2 		$12.4M Sell
106,186
-8,176
-7% -$954K 0.1% 182
2026
Q1 		$13.3M Buy
114,362
+4,597
+4% +$532K 0.13% 141
2025
Q4 		$12.6M Buy
109,765
+89,713
+447% +$10.3M 0.14% 137
2025
Q3 		$2.28M Buy
20,052
+3,641
+22% +$412K 0.03% 409
2025
Q2 		$1.85M Sell
16,411
-593
-3% -$66.5K 0.04% 387
2025
Q1 		$1.9M Buy
17,004
+222
+1% +$24.6K 0.05% 314
2024
Q4 		$1.85M Buy
16,782
+4,576
+37% +$501K 0.07% 231
2024
Q3 		$1.33M Buy
12,206
+10,096
+478% +$1.09M 0.05% 280
2024
Q2 		$228K Buy
+2,110
New +$226K 0.01% 791

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Farther Finance Advisors's BOXX Position: Q3 2026 in Review

Farther Finance Advisors reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 8.4% in Q3 2026, selling an estimated $1.05M and leaving 97,312 shares worth $11.5M. The position accounts for 0.08% of the portfolio, ranked #211.

Farther Finance Advisors first reported a position in BOXX in Q2 2024 and has held it in 10 quarters since. The position peaked at $13.3M in Q1 2026. 39 funds tracked by Wall St. Rank hold BOXX as of Q3 2026.

  • Farther Finance Advisors held 97,312 shares of Alpha Architect 1-3 Month Box ETF worth $11.5M as of Q3 2026.
  • Farther Finance Advisors sold 8,874 Alpha Architect 1-3 Month Box ETF shares in Q3 2026, an estimated $1.05M.
  • Alpha Architect 1-3 Month Box ETF made up 0.08% of Farther Finance Advisors's portfolio in Q3 2026, its #211 holding.
  • Farther Finance Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2024 and has held it in 10 quarters since.
  • Farther Finance Advisors's Alpha Architect 1-3 Month Box ETF position peaked at $13.3M in Q1 2026.
  • 39 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.