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

Fermata 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 Q2	$1.84M	Buy	15,739 +9,140	+139%	+$1.07M	0.37%	74
2026 Q1	$767K	Buy	6,599 +208	+3%	+$24.1K	0.17%	115
2025 Q4	$736K	Sell	6,391 -1,345	-17%	-$154K	0.18%	110
2025 Q3	$881K	Buy	7,736 +2,173	+39%	+$246K	0.22%	95
2025 Q2	$627K	Buy	5,563 +1,800	+48%	+$202K	0.17%	116
2025 Q1	$420K	Hold	3,763	–	–	0.08%	176
2024 Q4	$415K	Buy	+3,763	New	+$412K	0.08%	164

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

Fermata Advisors's BOXX Position: Q2 2026 in Review

Fermata Advisors increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 139% in Q2 2026, buying an estimated $1.07M and bringing the position to 15,739 shares worth $1.84M. The position accounts for 0.37% of the portfolio, ranked #74.

Fermata Advisors first reported a position in BOXX in Q4 2024 and has held it in 7 quarters since. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Fermata Advisors held 15,739 shares of Alpha Architect 1-3 Month Box ETF worth $1.84M as of Q2 2026.
Fermata Advisors bought 9,140 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $1.07M.
Alpha Architect 1-3 Month Box ETF made up 0.37% of Fermata Advisors's portfolio in Q2 2026, its #74 holding.
Fermata Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2024 and has held it in 7 quarters since.
372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.