GA
BOXX icon

GoalVest Advisory’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

GoalVest Advisory’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
Q3 		$266K Hold
2,249
– – 0.05% 105
2026
Q2 		$263K Buy
2,249
+2,226
+9,678% +$260K 0.05% 110
2026
Q1 		$2.67K Sell
23
-1,008
-98% -$117K ﹤0.01% 420
2025
Q4 		$119K Sell
1,031
-41,446
-98% -$4.74M 0.02% 174
2025
Q3 		$4.84M Sell
42,477
-799
-2% -$90.5K 1.03% 17
2025
Q2 		$4.88M Buy
43,276
+1,159
+3% +$130K 1.21% 13
2025
Q1 		$4.7M Buy
42,117
+948
+2% +$105K 1.29% 10
2024
Q4 		$4.54M Sell
41,169
-49,046
-54% -$5.37M 1.25% 11
2024
Q3 		$9.83M Buy
90,215
+71,169
+374% +$7.71M 2.83% 5
2024
Q2 		$2.05M Buy
+19,046
New +$2.04M 0.66% 22

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GoalVest Advisory's BOXX Position: Q3 2026 in Review

GoalVest Advisory held its Alpha Architect 1-3 Month Box ETF (BOXX) position steady in Q3 2026 at 2,249 shares worth $266K. The position accounts for 0.05% of the portfolio, ranked #105.

GoalVest Advisory first reported a position in BOXX in Q2 2024 and has held it in 10 quarters since. The position peaked at $9.83M in Q3 2024. 46 funds tracked by Wall St. Rank hold BOXX as of Q3 2026.

  • GoalVest Advisory held 2,249 shares of Alpha Architect 1-3 Month Box ETF worth $266K as of Q3 2026.
  • GoalVest Advisory left its Alpha Architect 1-3 Month Box ETF share count unchanged in Q3 2026.
  • Alpha Architect 1-3 Month Box ETF made up 0.05% of GoalVest Advisory's portfolio in Q3 2026, its #105 holding.
  • GoalVest Advisory first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2024 and has held it in 10 quarters since.
  • GoalVest Advisory's Alpha Architect 1-3 Month Box ETF position peaked at $9.83M in Q3 2024.
  • 46 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.