Freedom Day Solutions’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Freedom Day Solutions’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	$3.35M	Buy	28,825 +9,825	+52%	+$1.14M	0.9%	28
2025 Q4	$2.19M	Hold	19,000	–	–	0.59%	59
2025 Q3	$2.16M	Buy	19,000 +2,000	+12%	+$227K	0.59%	60
2025 Q2	$1.92M	Buy	17,000 +1,000	+6%	+$112K	0.57%	61
2025 Q1	$1.78M	Buy	16,000 +2,000	+14%	+$222K	0.55%	57
2024 Q4	$1.54M	Buy	+14,000	New	+$1.53M	0.46%	61

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

Freedom Day Solutions's BOXX Position: Q1 2026 in Review

Freedom Day Solutions increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 52% in Q1 2026, buying an estimated $1.14M and bringing the position to 28,825 shares worth $3.35M. The position accounts for 0.9% of the portfolio, ranked #28.

Freedom Day Solutions first reported a position in BOXX in Q4 2024 and has held it in 6 quarters since. 333 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

Freedom Day Solutions held 28,825 shares of Alpha Architect 1-3 Month Box ETF worth $3.35M as of Q1 2026.
Freedom Day Solutions bought 9,825 Alpha Architect 1-3 Month Box ETF shares in Q1 2026, an estimated $1.14M.
Alpha Architect 1-3 Month Box ETF made up 0.9% of Freedom Day Solutions's portfolio in Q1 2026, its #28 holding.
Freedom Day Solutions first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2024 and has held it in 6 quarters since.
333 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on Freedom Day Solutions's 13F filing for Q1 2026, filed 5 May 2026.