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Fiduciary Alliance’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Fiduciary Alliance’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 		$640K Buy
5,410
+2,496
+86% +$294K 0.05% 280
2026
Q2 		$341K Buy
2,914
+1,156
+66% +$135K 0.02% 418
2026
Q1 		$205K Buy
+1,758
New +$203K 0.01% 528

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
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
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
DWA
Delap Wealth Advisory Lake Oswego, Oregon $291M AUM 14.74% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

Fiduciary Alliance's BOXX Position: Q3 2026 in Review

Fiduciary Alliance increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 86% in Q3 2026, buying an estimated $294K and bringing the position to 5,410 shares worth $640K. The position accounts for 0.05% of the portfolio, ranked #280.

Fiduciary Alliance first reported a position in BOXX in Q1 2026 and has held it in 3 quarters since. 69 funds tracked by Wall St. Rank hold BOXX as of Q3 2026.

  • Fiduciary Alliance held 5,410 shares of Alpha Architect 1-3 Month Box ETF worth $640K as of Q3 2026.
  • Fiduciary Alliance bought 2,496 Alpha Architect 1-3 Month Box ETF shares in Q3 2026, an estimated $294K.
  • Alpha Architect 1-3 Month Box ETF made up 0.05% of Fiduciary Alliance's portfolio in Q3 2026, its #280 holding.
  • Fiduciary Alliance first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2026 and has held it in 3 quarters since.
  • 69 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.