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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
Q2 		$8.81M Sell
75,267
-8,846
-11% -$1.03M 2.58% 13
2026
Q1 		$9.78M 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 		$9.56M 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
BCG
Bravias Capital Group Iselin, New Jersey $168M AUM 24.02% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
AWM
Avondale Wealth Management West Lake Hills, Texas $245M AUM 28.83% 1-Year Est. Return
CG
Castellan Group Louisville, Kentucky $912M AUM 55.71% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $432M AUM 21.23% 1-Year Est. Return

Ferguson Shapiro's BOXX Position: Q2 2026 in Review

Ferguson Shapiro reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 11% in Q2 2026, selling an estimated $1.03M and leaving 75,267 shares worth $8.81M. The position accounts for 2.58% of the portfolio, ranked #13.

Ferguson Shapiro first reported a position in BOXX in Q1 2024 and has held it in 10 quarters since. The position peaked at $36.4M in Q2 2024. 171 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Ferguson Shapiro held 75,267 shares of Alpha Architect 1-3 Month Box ETF worth $8.81M as of Q2 2026.
  • Ferguson Shapiro sold 8,846 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $1.03M.
  • Alpha Architect 1-3 Month Box ETF made up 2.58% of Ferguson Shapiro's portfolio in Q2 2026, its #13 holding.
  • Ferguson Shapiro first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 10 quarters since.
  • Ferguson Shapiro's Alpha Architect 1-3 Month Box ETF position peaked at $36.4M in Q2 2024.
  • 171 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Ferguson Shapiro's 13F filing for Q2 2026, filed 9 Jul 2026.