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 Plymouth, Minnesota $59.8B AUM 29.42% 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

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 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

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

CFIM

Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 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. 163 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.
163 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.