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 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 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

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

PPC

Pennington Partners & Co Bethesda, Maryland $312M AUM 19.76% 1-Year Est. Return

ACM

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

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

GoalVest Advisory's BOXX Position: Q2 2026 in Review

GoalVest Advisory increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 9,678% in Q2 2026, buying an estimated $260K and bringing the position to 2,249 shares worth $263K. The position accounts for 0.05% of the portfolio, ranked #110.

GoalVest Advisory first reported a position in BOXX in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.83M in Q3 2024. 372 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

GoalVest Advisory held 2,249 shares of Alpha Architect 1-3 Month Box ETF worth $263K as of Q2 2026.
GoalVest Advisory bought 2,226 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $260K.
Alpha Architect 1-3 Month Box ETF made up 0.05% of GoalVest Advisory's portfolio in Q2 2026, its #110 holding.
GoalVest Advisory first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2024 and has held it in 9 quarters since.
GoalVest Advisory's Alpha Architect 1-3 Month Box ETF position peaked at $9.83M in Q3 2024.
372 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.