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Fortress Wealth Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Fortress Wealth 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
2025
Q3 		$761K Buy
6,685
+441
+7% +$49.9K 0.34% 47
2025
Q2 		$704K Buy
6,244
+2,000
+47% +$224K 0.34% 48
2025
Q1 		$473K Buy
+4,244
New +$471K 0.25% 49

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Fortress Wealth Management's BOXX Position: Q3 2025 in Review

Fortress Wealth Management increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 7.1% in Q3 2025, buying an estimated $49.9K and bringing the position to 6,685 shares worth $761K. The position accounts for 0.34% of the portfolio, ranked #47.

Fortress Wealth Management first reported a position in BOXX in Q1 2025 and has held it in 3 quarters since. 264 funds tracked by Wall St. Rank hold BOXX as of Q3 2025.

  • Fortress Wealth Management held 6,685 shares of Alpha Architect 1-3 Month Box ETF worth $761K as of Q3 2025.
  • Fortress Wealth Management bought 441 Alpha Architect 1-3 Month Box ETF shares in Q3 2025, an estimated $49.9K.
  • Alpha Architect 1-3 Month Box ETF made up 0.34% of Fortress Wealth Management's portfolio in Q3 2025, its #47 holding.
  • Fortress Wealth Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2025 and has held it in 3 quarters since.
  • 264 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2025.

Based on Fortress Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.