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 Q3	$1.87M	Buy	15,755 +16	+0.1%	+$1.89K	0.36%	72
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 $67.3B AUM 21.9% 1-Year Est. Return

TWD

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

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

IPA

Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return

AWM

Avondale Wealth Management West Lake Hills, Texas $227M AUM 19.33% 1-Year Est. Return

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

Fermata Advisors's BOXX Position: Q3 2026 in Review

Fermata Advisors increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 0.1% in Q3 2026, buying an estimated $1.89K and bringing the position to 15,755 shares worth $1.87M. The position accounts for 0.36% of the portfolio, ranked #72.

Fermata Advisors first reported a position in BOXX in Q4 2024 and has held it in 8 quarters since. 53 funds tracked by Wall St. Rank hold BOXX as of Q3 2026.

Fermata Advisors held 15,755 shares of Alpha Architect 1-3 Month Box ETF worth $1.87M as of Q3 2026.
Fermata Advisors bought 16 Alpha Architect 1-3 Month Box ETF shares in Q3 2026, an estimated $1.89K.
Alpha Architect 1-3 Month Box ETF made up 0.36% of Fermata Advisors's portfolio in Q3 2026, its #72 holding.
Fermata Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2024 and has held it in 8 quarters since.
53 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.