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 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 $15.7B AUM 34.02% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

PPC

Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return

CFIM

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

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

Fortress Private Ledger's BOXX Position: Q1 2026 in Review

Fortress Private Ledger reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 31% in Q1 2026, selling an estimated $2.02M and leaving 38,691 shares worth $4.5M. The position accounts for 1.41% of the portfolio, ranked #10.

Fortress Private Ledger first reported a position in BOXX in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.46M in Q4 2025. 333 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

Fortress Private Ledger held 38,691 shares of Alpha Architect 1-3 Month Box ETF worth $4.5M as of Q1 2026.
Fortress Private Ledger sold 17,429 Alpha Architect 1-3 Month Box ETF shares in Q1 2026, an estimated $2.02M.
Alpha Architect 1-3 Month Box ETF made up 1.41% of Fortress Private Ledger's portfolio in Q1 2026, its #10 holding.
Fortress Private Ledger first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2024 and has held it in 6 quarters since.
Fortress Private Ledger's Alpha Architect 1-3 Month Box ETF position peaked at $6.46M in Q4 2025.
333 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on Fortress Private Ledger's 13F filing for Q1 2026, filed 13 May 2026.