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Formidable Asset Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Formidable Asset Management’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 		$553K Buy
4,759
+33
+0.7% +$3.85K 0.09% 214
2026
Q1 		$544K Sell
4,726
-99
-2% -$11.5K 0.08% 219
2025
Q4 		$549K Buy
4,825
+1,121
+30% +$128K 0.08% 233
2025
Q3 		$417K Buy
+3,704
New +$420K 0.07% 275

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EF
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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

Formidable Asset Management's BOXX Position: Q2 2026 in Review

Formidable Asset Management increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 0.7% in Q2 2026, buying an estimated $3.85K and bringing the position to 4,759 shares worth $553K. The position accounts for 0.09% of the portfolio, ranked #214.

Formidable Asset Management first reported a position in BOXX in Q3 2025 and has held it in 4 quarters since. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Formidable Asset Management held 4,759 shares of Alpha Architect 1-3 Month Box ETF worth $553K as of Q2 2026.
  • Formidable Asset Management bought 33 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $3.85K.
  • Alpha Architect 1-3 Month Box ETF made up 0.09% of Formidable Asset Management's portfolio in Q2 2026, its #214 holding.
  • Formidable Asset Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2025 and has held it in 4 quarters since.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.