Ferguson Shapiro’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Ferguson Shapiro’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	$8.48M	Sell	71,624 -3,643	-5%	-$429K	2.47%	14
2026 Q2	$8.81M	Sell	75,267 -8,846	-11%	-$1.03M	2.58%	13
2026 Q1	$9.8M	Sell	84,113 -4,324	-5%	-$500K	2.98%	11
2025 Q4	$10.2M	Sell	88,437 -12,639	-13%	-$1.45M	3.13%	11
2025 Q3	$11.5M	Buy	101,076 +17,279	+21%	+$1.96M	3.73%	8
2025 Q2	$9.44M	Sell	83,797 -1,906	-2%	-$214K	3.18%	8
2025 Q1	$9.6M	Sell	85,703 -51,378	-37%	-$5.7M	3.56%	9
2024 Q4	$15.1M	Sell	137,081 -68,890	-33%	-$7.55M	5.6%	5
2024 Q3	$22.4M	Sell	205,971 -131,496	-39%	-$14.2M	8.37%	3
2024 Q2	$36.4M	Buy	337,467 +55,828	+20%	+$5.98M	14.28%	2
2024 Q1	$30M	Buy	+281,639	New	+$29.8M	13.81%	2

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Almanack Investment Partners Wayne, Pennsylvania $833M AUM 25.48% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

Opus Capital Group Cincinnati, Ohio $1.02B AUM 13.75% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Elevatus Welath Management Victor, New York $415M AUM 55.85% 1-Year Est. Return

Ferguson Shapiro's BOXX Position: Q3 2026 in Review

Ferguson Shapiro reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 4.8% in Q3 2026, selling an estimated $429K and leaving 71,624 shares worth $8.48M. The position accounts for 2.47% of the portfolio, ranked #14.

Ferguson Shapiro first reported a position in BOXX in Q1 2024 and has held it in 11 quarters since. The position peaked at $36.4M in Q2 2024. 229 funds tracked by Wall St. Rank hold BOXX as of Q3 2026.

Ferguson Shapiro held 71,624 shares of Alpha Architect 1-3 Month Box ETF worth $8.48M as of Q3 2026.
Ferguson Shapiro sold 3,643 Alpha Architect 1-3 Month Box ETF shares in Q3 2026, an estimated $429K.
Alpha Architect 1-3 Month Box ETF made up 2.47% of Ferguson Shapiro's portfolio in Q3 2026, its #14 holding.
Ferguson Shapiro first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 11 quarters since.
Ferguson Shapiro's Alpha Architect 1-3 Month Box ETF position peaked at $36.4M in Q2 2024.
229 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2026.

Based on Ferguson Shapiro's 13F filing for Q3 2026, filed 16 Oct 2026.