Gentry Private Wealth’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Gentry Private Wealth’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 Q4	–	Sell	-12,833	Closed	-$1.46M	–	97
2025 Q3	$1.46M	Buy	12,833 +126	+1%	+$14.3K	1.02%	17
2025 Q2	$1.43M	Sell	12,707 -1,245	-9%	-$140K	1.09%	15
2025 Q1	$1.56M	Buy	+13,952	New	+$1.55M	1.28%	14
2024 Q4	–	Sell	-34,422	Closed	-$3.75M	–	40
2024 Q3	$3.75M	Buy	34,422 +26,479	+333%	+$2.87M	3.06%	4
2024 Q2	$856K	Buy	+7,943	New	+$851K	0.75%	19

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

PPC

Pennington Partners & Co Bethesda, Maryland $312M AUM 19.76% 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

ACM

ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

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

Gentry Private Wealth's BOXX Position: Q4 2025 in Review

Gentry Private Wealth sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q4 2025, closing a stake of 12,833 shares — an estimated $1.46M sold.

Gentry Private Wealth first reported a position in BOXX in Q2 2024 and held it in 5 quarters. The position peaked at $3.75M in Q3 2024. 298 funds tracked by Wall St. Rank hold BOXX as of Q4 2025.

Gentry Private Wealth reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q4 2025 after selling out during the quarter.
Gentry Private Wealth sold 12,833 Alpha Architect 1-3 Month Box ETF shares in Q4 2025, an estimated $1.46M.
Gentry Private Wealth first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2024 and held it in 5 quarters.
Gentry Private Wealth's Alpha Architect 1-3 Month Box ETF position peaked at $3.75M in Q3 2024.
298 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q4 2025.

Based on Gentry Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.