Focus Partners Wealth
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Focus Partners Wealth’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Focus Partners Wealth’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 		$11.8M Buy
101,064
+85,639
+555% +$9.99M 0.01% 662
2026
Q1 		$1.8M Sell
15,425
-1,519
-9% -$176K ﹤0.01% 1360
2025
Q4 		$1.95M Buy
16,944
+263
+2% +$30.1K ﹤0.01% 1329
2025
Q3 		$1.9M Buy
16,681
+4,320
+35% +$489K ﹤0.01% 1033
2025
Q2 		$1.39M Sell
12,361
-20,430
-62% -$2.29M ﹤0.01% 1013
2025
Q1 		$3.66M Sell
32,791
-297
-0.9% -$32.9K 0.01% 714
2024
Q4 		$3.65M Buy
+33,088
New +$3.63M 0.01% 700
2024
Q3 		– Sell
-4,940
Closed -$533K – 1586
2024
Q2 		$533K Buy
+4,940
New +$529K ﹤0.01% 930

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PPC
Pennington Partners & Co Bethesda, Maryland $312M AUM 19.76% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Focus Partners Wealth's BOXX Position: Q2 2026 in Review

Focus Partners Wealth increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 555% in Q2 2026, buying an estimated $9.99M and bringing the position to 101,064 shares worth $11.8M. The position accounts for 0.01% of the portfolio, ranked #662.

Focus Partners Wealth first reported a position in BOXX in Q2 2024 and has held it in 8 quarters since. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Focus Partners Wealth held 101,064 shares of Alpha Architect 1-3 Month Box ETF worth $11.8M as of Q2 2026.
  • Focus Partners Wealth bought 85,639 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $9.99M.
  • Alpha Architect 1-3 Month Box ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #662 holding.
  • Focus Partners Wealth first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2024 and has held it in 8 quarters since.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.