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Fischer Investment Strategies’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Fischer Investment Strategies’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 		$11.4M Buy
97,552
+8,592
+10% +$1M 5.45% 5
2026
Q1 		$10.3M Buy
88,960
+43,450
+95% +$5.03M 6.04% 5
2025
Q4 		$5.24M Sell
45,510
-37,110
-45% -$4.25M 3.05% 10
2025
Q3 		$9.41M Buy
82,620
+5,227
+7% +$592K 5.64% 5
2025
Q2 		$8.72M Buy
+77,393
New +$8.67M 5.85% 6

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

Fischer Investment Strategies's BOXX Position: Q2 2026 in Review

Fischer Investment Strategies increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 9.7% in Q2 2026, buying an estimated $1M and bringing the position to 97,552 shares worth $11.4M. The position accounts for 5.45% of the portfolio, ranked #5.

Fischer Investment Strategies first reported a position in BOXX in Q2 2025 and has held it in 5 quarters since. 171 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Fischer Investment Strategies held 97,552 shares of Alpha Architect 1-3 Month Box ETF worth $11.4M as of Q2 2026.
  • Fischer Investment Strategies bought 8,592 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $1M.
  • Alpha Architect 1-3 Month Box ETF made up 5.45% of Fischer Investment Strategies's portfolio in Q2 2026, its #5 holding.
  • Fischer Investment Strategies first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2025 and has held it in 5 quarters since.
  • 171 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Fischer Investment Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.