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Financial Alternatives’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Financial Alternatives’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
2025
Q3 		– Sell
-1,896
Closed -$214K – 87
2025
Q2 		$214K Buy
+1,896
New +$213K 0.14% 80

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Cambridge Investment Research Advisors
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TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
ACM
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IA
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Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Financial Alternatives's BOXX Position: Q3 2025 in Review

Financial Alternatives sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q3 2025, closing a stake of 1,896 shares — an estimated $214K sold.

Financial Alternatives first reported a position in BOXX in Q2 2025 and held it in 1 quarter. The position peaked at $214K in Q2 2025. 264 funds tracked by Wall St. Rank hold BOXX as of Q3 2025.

  • Financial Alternatives reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Alternatives sold 1,896 Alpha Architect 1-3 Month Box ETF shares in Q3 2025, an estimated $214K.
  • Financial Alternatives first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2025 and held it in 1 quarter.
  • Financial Alternatives's Alpha Architect 1-3 Month Box ETF position peaked at $214K in Q2 2025.
  • 264 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2025.

Based on Financial Alternatives's 13F filing for Q3 2025, filed 5 Nov 2025.