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

Focus Financial Network’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	$2.64M	Buy	22,307 +417	+2%	+$49.1K	0.08%	187
2026 Q2	$2.56M	Buy	21,890 +859	+4%	+$100K	0.08%	196
2026 Q1	$2.45M	Sell	21,031 -4,498	-18%	-$520K	0.09%	187
2025 Q4	$2.94M	Sell	25,529 -7	-0%	-$801	0.1%	155
2025 Q3	$2.91M	Buy	25,536 +3,747	+17%	+$424K	0.1%	153
2025 Q2	$2.46M	Buy	21,789 +1,519	+7%	+$170K	0.1%	165
2025 Q1	$2.26M	Buy	20,270 +1,193	+6%	+$132K	0.09%	167
2024 Q4	$2.1M	Buy	19,077 +2,301	+14%	+$252K	0.08%	176
2024 Q3	$1.83M	Buy	16,776 +943	+6%	+$102K	0.07%	200
2024 Q2	$1.71M	Buy	15,833 +6,777	+75%	+$726K	0.07%	194
2024 Q1	$967K	Buy	+9,056	New	+$958K	0.05%	264

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Elevatus Welath Management Victor, New York $415M AUM 55.85% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

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

Focus Financial Network's BOXX Position: Q3 2026 in Review

Focus Financial Network increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 1.9% in Q3 2026, buying an estimated $49.1K and bringing the position to 22,307 shares worth $2.64M. The position accounts for 0.08% of the portfolio, ranked #187.

Focus Financial Network first reported a position in BOXX in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.94M in Q4 2025. 117 funds tracked by Wall St. Rank hold BOXX as of Q3 2026.

Focus Financial Network held 22,307 shares of Alpha Architect 1-3 Month Box ETF worth $2.64M as of Q3 2026.
Focus Financial Network bought 417 Alpha Architect 1-3 Month Box ETF shares in Q3 2026, an estimated $49.1K.
Alpha Architect 1-3 Month Box ETF made up 0.08% of Focus Financial Network's portfolio in Q3 2026, its #187 holding.
Focus Financial Network first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 11 quarters since.
Focus Financial Network's Alpha Architect 1-3 Month Box ETF position peaked at $2.94M in Q4 2025.
117 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.