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 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Avondale Wealth Management West Lake Hills, Texas $245M AUM 28.83% 1-Year Est. Return

Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return