Fortress Private Ledger’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Fortress Private Ledger’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	$5.84M	Buy	49,857 +11,166	+29%	+$1.3M	1.59%	9
2026 Q1	$4.5M	Sell	38,691 -17,429	-31%	-$2.02M	1.41%	10
2025 Q4	$6.46M	Buy	56,120 +23,729	+73%	+$2.71M	2.13%	7
2025 Q3	$3.69M	Buy	32,391 +17,104	+112%	+$1.94M	1.34%	10
2025 Q2	$1.72M	Buy	15,287 +788	+5%	+$88.3K	0.78%	23
2025 Q1	$1.62M	Sell	14,499 -7,600	-34%	-$843K	0.9%	20
2024 Q4	$2.44M	Buy	+22,099	New	+$2.42M	1.49%	10

Other funds holding BOXX

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

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Fortress Private Ledger's BOXX Position: Q2 2026 in Review

Fortress Private Ledger increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 29% in Q2 2026, buying an estimated $1.3M and bringing the position to 49,857 shares worth $5.84M. The position accounts for 1.59% of the portfolio, ranked #9.

Fortress Private Ledger first reported a position in BOXX in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.46M in Q4 2025. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Fortress Private Ledger held 49,857 shares of Alpha Architect 1-3 Month Box ETF worth $5.84M as of Q2 2026.
Fortress Private Ledger bought 11,166 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $1.3M.
Alpha Architect 1-3 Month Box ETF made up 1.59% of Fortress Private Ledger's portfolio in Q2 2026, its #9 holding.
Fortress Private Ledger first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2024 and has held it in 7 quarters since.
Fortress Private Ledger's Alpha Architect 1-3 Month Box ETF position peaked at $6.46M in Q4 2025.
373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Fortress Private Ledger's 13F filing for Q2 2026, filed 7 Aug 2026.